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
626
$6.83K ﹤0.01%
238
627
$6.77K ﹤0.01%
85
-246
628
$6.69K ﹤0.01%
193
629
$6.34K ﹤0.01%
293
630
$6.21K ﹤0.01%
25
631
$6.08K ﹤0.01%
4,000
632
$6.02K ﹤0.01%
123
-142
633
$5.88K ﹤0.01%
100
634
$5.56K ﹤0.01%
105
-56
635
$5.46K ﹤0.01%
400
636
$5.45K ﹤0.01%
590
637
$5.44K ﹤0.01%
316
638
$5.21K ﹤0.01%
13
-85
639
$5.18K ﹤0.01%
120
640
$5.05K ﹤0.01%
97
641
$5.04K ﹤0.01%
32
642
$5K ﹤0.01%
209
643
$4.82K ﹤0.01%
30
644
$4.44K ﹤0.01%
94
645
$4.43K ﹤0.01%
120
-12
646
$4.36K ﹤0.01%
140
647
$4K ﹤0.01%
59
648
$3.85K ﹤0.01%
407
649
$3.8K ﹤0.01%
80
650
$3.76K ﹤0.01%
58
24 25
26
27 28