CT

Cambridge Trust Portfolio holdings

AUM $2.64B
1-Year Est. Return 28.73%
This Quarter Est. Return
1 Year Est. Return
+28.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.21B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$4.79M
3
+$4.43M
4
PYPL icon
PayPal
PYPL
+$4.3M
5
MSFT icon
Microsoft
MSFT
+$3.83M

Top Sells

1
+$9.41M
2
+$8.74M
3
+$5.78M
4
WTRG icon
Essential Utilities
WTRG
+$4.33M
5
WSO icon
Watsco Inc
WSO
+$3.71M

Sector Composition

1 Technology 21.96%
2 Financials 13.58%
3 Healthcare 12.46%
4 Consumer Discretionary 8.53%
5 Industrials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$9.67K ﹤0.01%
420
602
$9.45K ﹤0.01%
470
603
$9.27K ﹤0.01%
50
604
$9.23K ﹤0.01%
272
605
$9K ﹤0.01%
40
606
$8.93K ﹤0.01%
125
607
$8.93K ﹤0.01%
176
608
$8.78K ﹤0.01%
+150
609
$8.76K ﹤0.01%
400
-18
610
$8.62K ﹤0.01%
+281
611
$8.52K ﹤0.01%
187
612
$8.23K ﹤0.01%
1,000
613
$8.22K ﹤0.01%
160
+158
614
$8.08K ﹤0.01%
90
615
$8.03K ﹤0.01%
+2,500
616
$7.65K ﹤0.01%
200
617
$7.61K ﹤0.01%
35
-66
618
$7.59K ﹤0.01%
+150
619
$7.4K ﹤0.01%
370
620
$7.24K ﹤0.01%
200
621
$7.16K ﹤0.01%
61
-97
622
$7.15K ﹤0.01%
378
623
$7K ﹤0.01%
37
624
$6.98K ﹤0.01%
181
625
$6.95K ﹤0.01%
60
23 24
25
26 27