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
$3.1B
AUM Growth
+$450M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,163
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$18.8M
3
+$18.7M
4
BKNG icon
Booking.com
BKNG
+$13.7M
5
CATC
CAMBRIDGE BANCORP
CATC
+$11.7M

Top Sells

1
+$15.6M
2
+$12.2M
3
+$11.8M
4
DIS icon
Walt Disney
DIS
+$7.43M
5
ADP icon
Automatic Data Processing
ADP
+$3.95M

Sector Composition

1 Technology 20.32%
2 Financials 15.77%
3 Healthcare 10.85%
4 Consumer Discretionary 10.35%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$25K ﹤0.01%
+202
652
$25K ﹤0.01%
+186
653
$24K ﹤0.01%
+160
654
$24K ﹤0.01%
+502
655
$23K ﹤0.01%
+500
656
$23K ﹤0.01%
+712
657
$23K ﹤0.01%
+559
658
$23K ﹤0.01%
+200
659
$23K ﹤0.01%
+1,300
660
$23K ﹤0.01%
+746
661
$23K ﹤0.01%
+206
662
$23K ﹤0.01%
+165
663
$22K ﹤0.01%
2,617
664
$22K ﹤0.01%
+1,500
665
$22K ﹤0.01%
+200
666
$22K ﹤0.01%
+250
667
$22K ﹤0.01%
+1,050
668
$22K ﹤0.01%
+300
669
$22K ﹤0.01%
+75
670
$22K ﹤0.01%
+125
671
$21K ﹤0.01%
+178
672
$21K ﹤0.01%
+359
673
$21K ﹤0.01%
+500
674
$21K ﹤0.01%
+1,015
675
$21K ﹤0.01%
+66
25 26
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