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
701
$9K ﹤0.01%
318
+44
702
$9K ﹤0.01%
47
703
$9K ﹤0.01%
239
-6,999
704
$9K ﹤0.01%
97
705
$8K ﹤0.01%
272
706
$8K ﹤0.01%
39
-81
707
$8K ﹤0.01%
6
708
$8K ﹤0.01%
+120
709
$8K ﹤0.01%
293
+87
710
$8K ﹤0.01%
+367
711
$8K ﹤0.01%
34
712
$8K ﹤0.01%
49
713
$8K ﹤0.01%
161
714
$8K ﹤0.01%
238
715
$7K ﹤0.01%
30
-40
716
$7K ﹤0.01%
195
717
$7K ﹤0.01%
200
718
$7K ﹤0.01%
169
-1,450
719
$7K ﹤0.01%
311
+100
720
$7K ﹤0.01%
496
721
$7K ﹤0.01%
356
722
$7K ﹤0.01%
38
723
$7K ﹤0.01%
2,166
724
$6K ﹤0.01%
25
-37
725
$6K ﹤0.01%
28
27 28
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30 31