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
676
$11K ﹤0.01%
189
-400
677
$11K ﹤0.01%
90
678
$11K ﹤0.01%
155
679
$11K ﹤0.01%
216
-60
680
$11K ﹤0.01%
53
681
$10K ﹤0.01%
450
682
$10K ﹤0.01%
50
683
$10K ﹤0.01%
156
+59
684
$10K ﹤0.01%
125
685
$10K ﹤0.01%
176
686
$10K ﹤0.01%
125
687
$9K ﹤0.01%
100
-380
688
$9K ﹤0.01%
318
+44
689
$9K ﹤0.01%
47
690
$9K ﹤0.01%
194
691
$9K ﹤0.01%
97
692
$9K ﹤0.01%
293
693
$9K ﹤0.01%
5,700
694
$9K ﹤0.01%
181
695
$9K ﹤0.01%
239
-6,999
696
$9K ﹤0.01%
200
697
$9K ﹤0.01%
370
698
$9K ﹤0.01%
140
699
$9K ﹤0.01%
125
700
$9K ﹤0.01%
161
26 27
28
29 30