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
$2.28B
AUM Growth
-$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.7M
3
+$9.34M
4
GTLS icon
Chart Industries
GTLS
+$4.21M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.06M

Top Sells

1
+$42.8M
2
+$15.9M
3
+$15.8M
4
DHR icon
Danaher
DHR
+$11.8M
5
META icon
Meta Platforms (Facebook)
META
+$9.2M

Sector Composition

1 Technology 18.07%
2 Financials 15.8%
3 Healthcare 14.36%
4 Consumer Discretionary 9.42%
5 Industrials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$17K ﹤0.01%
500
627
$17K ﹤0.01%
1,900
628
$17K ﹤0.01%
323
629
$16K ﹤0.01%
165
-97
630
$16K ﹤0.01%
+325
631
$16K ﹤0.01%
150
632
$16K ﹤0.01%
152
-425
633
$15K ﹤0.01%
39
-50
634
$15K ﹤0.01%
979
-23
635
$15K ﹤0.01%
167
636
$14K ﹤0.01%
2,617
637
$14K ﹤0.01%
5,000
638
$14K ﹤0.01%
150
-28
639
$14K ﹤0.01%
788
640
$14K ﹤0.01%
250
641
$14K ﹤0.01%
+1,539
642
$14K ﹤0.01%
+402
643
$14K ﹤0.01%
452
644
$14K ﹤0.01%
300
645
$14K ﹤0.01%
+93
646
$14K ﹤0.01%
250
647
$14K ﹤0.01%
300
-410
648
$14K ﹤0.01%
155
-60
649
$13K ﹤0.01%
275
650
$13K ﹤0.01%
180
+157
24 25
26
27 28