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
701
$9K ﹤0.01%
+146
702
$9K ﹤0.01%
+70
703
$9K ﹤0.01%
420
704
$9K ﹤0.01%
331
705
$8K ﹤0.01%
39
-81
706
$8K ﹤0.01%
6
707
$8K ﹤0.01%
+120
708
$8K ﹤0.01%
293
+87
709
$8K ﹤0.01%
+367
710
$8K ﹤0.01%
272
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
29
30 31