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
651
$3.63K ﹤0.01%
+200
652
$3.5K ﹤0.01%
700
653
$3.44K ﹤0.01%
68
-8
654
$3.15K ﹤0.01%
100
655
$3.15K ﹤0.01%
+10,000
656
$3.06K ﹤0.01%
83
657
$3.06K ﹤0.01%
173
-9
658
$2.77K ﹤0.01%
160
659
$2.65K ﹤0.01%
30
660
$2.59K ﹤0.01%
300
661
$2.55K ﹤0.01%
90
662
$2.48K ﹤0.01%
50
663
$2.01K ﹤0.01%
67
-53
664
$1.87K ﹤0.01%
98
-1,150
665
$1.79K ﹤0.01%
23
666
$1.77K ﹤0.01%
+79
667
$1.72K ﹤0.01%
102
668
$1.59K ﹤0.01%
25
669
$1.58K ﹤0.01%
40
-6
670
$1.55K ﹤0.01%
185
-274
671
$1.51K ﹤0.01%
156
672
$1.5K ﹤0.01%
18
-12
673
$1.48K ﹤0.01%
59
674
$1.36K ﹤0.01%
39
-2
675
$1.23K ﹤0.01%
10
25 26
27
28 29