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
651
$13K ﹤0.01%
200
-307
652
$13K ﹤0.01%
223
653
$13K ﹤0.01%
400
654
$13K ﹤0.01%
+752
655
$13K ﹤0.01%
682
656
$13K ﹤0.01%
284
-5,572
657
$13K ﹤0.01%
79
658
$12K ﹤0.01%
281
659
$12K ﹤0.01%
+231
660
$12K ﹤0.01%
79
+24
661
$12K ﹤0.01%
625
662
$12K ﹤0.01%
359
663
$12K ﹤0.01%
1,000
664
$12K ﹤0.01%
138
+32
665
$12K ﹤0.01%
200
666
$12K ﹤0.01%
57
667
$12K ﹤0.01%
66
668
$12K ﹤0.01%
150
669
$11K ﹤0.01%
147
670
$11K ﹤0.01%
135
-80
671
$11K ﹤0.01%
600
672
$11K ﹤0.01%
179
673
$11K ﹤0.01%
331
674
$11K ﹤0.01%
1,050
675
$11K ﹤0.01%
1,300
25 26
27
28 29