We are live on ! Find out more
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
$2.21B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$4.57M
3
+$4.43M
4
PYPL icon
PayPal
PYPL
+$4.39M
5
MSFT icon
Microsoft
MSFT
+$3.52M

Top Sells

1
+$8.9M
2
+$7.18M
3
+$5.49M
4
WTRG icon
Essential Utilities
WTRG
+$4.55M
5
WSO icon
Watsco Inc
WSO
+$3.3M

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
701
– –
-100
702
– –
-46
703
– –
-286
704
– –
-1,000
705
– –
-93
706
– –
-148
707
– –
-1,000
708
– –
-50
709
– –
-76
710
– –
-4
711
– –
-107
712
– –
-400
713
– –
-9
714
– –
-147
715
– –
-5,400
716
– –
-231
717
– –
-10
718
– –
-16
719
– –
-253
720
– –
-85
721
– –
-20
722
– –
-900
723
– –
-6,184
724
– –
-100
725
– –
-186
27 28
29
30 31