CT

Cambridge Trust Portfolio holdings

AUM $2.64B
1-Year Est. Return 28.73%
This Fund
S&P 500
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
+$13.7M
2
+$10.7M
3
+$9.84M
4
GTLS icon
Chart Industries
GTLS
+$4.3M
5
ETN icon
Eaton
ETN
+$4.11M

Top Sells

1
+$45.1M
2
+$17.6M
3
+$15.8M
4
DHR icon
Danaher
DHR
+$12.1M
5
META icon
Meta Platforms (Facebook)
META
+$11M

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%
625
659
$12K ﹤0.01%
57
660
$12K ﹤0.01%
66
661
$12K ﹤0.01%
150
662
$12K ﹤0.01%
281
663
$12K ﹤0.01%
+231
664
$12K ﹤0.01%
79
+24
665
$12K ﹤0.01%
359
666
$12K ﹤0.01%
1,000
667
$12K ﹤0.01%
138
+32
668
$12K ﹤0.01%
200
669
$11K ﹤0.01%
135
-80
670
$11K ﹤0.01%
331
671
$11K ﹤0.01%
216
-60
672
$11K ﹤0.01%
53
673
$11K ﹤0.01%
147
674
$11K ﹤0.01%
600
675
$11K ﹤0.01%
179
25 26
27
28 29