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
676
$1.09K ﹤0.01%
27
677
$1.07K ﹤0.01%
20
678
$1.03K ﹤0.01%
320
679
$897 ﹤0.01%
427
680
$859 ﹤0.01%
54
681
$785 ﹤0.01%
32
682
$589 ﹤0.01%
14
683
$504 ﹤0.01%
33
684
$372 ﹤0.01%
+5
685
$336 ﹤0.01%
584
686
$309 ﹤0.01%
23
687
$266 ﹤0.01%
483
688
$179 ﹤0.01%
8
689
$156 ﹤0.01%
4
690
$90 ﹤0.01%
8
691
$52 ﹤0.01%
13
692
$51 ﹤0.01%
2
693
$15 ﹤0.01%
+10
694
$3 ﹤0.01%
3
695
– –
-230
696
– –
-1,469
697
– –
-400
698
– –
-9
699
– –
-147
700
– –
-5,400
26 27
28
29 30