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
$1.42B
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$6.27M
3
+$6.03M
4
AMZN icon
Amazon
AMZN
+$4.89M
5
META icon
Meta Platforms (Facebook)
META
+$4.55M

Top Sells

1
+$11.9M
2
+$9.07M
3
+$4.33M
4
MDT icon
Medtronic
MDT
+$3.04M
5
AAPL icon
Apple
AAPL
+$2.93M

Sector Composition

1 Financials 17.31%
2 Healthcare 14.38%
3 Technology 13.82%
4 Industrials 11.14%
5 Energy 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.91M 0.7%
103,711
+38
52
$9.75M 0.69%
92,452
-783
53
$9.09M 0.64%
79,613
-873
54
$8.67M 0.61%
168,489
+1,735
55
$7.94M 0.56%
148,731
+538
56
$7.79M 0.55%
74,444
-637
57
$7.74M 0.55%
42,443
-2,634
58
$7.63M 0.54%
65,157
+1,612
59
$6.83M 0.48%
163,194
+11,731
60
$6.83M 0.48%
46,109
+2,459
61
$6.82M 0.48%
134,998
62
$6.34M 0.45%
108,134
+3,775
63
$6.03M 0.42%
195,528
-8,213
64
$5.75M 0.41%
191,574
+73,299
65
$5.74M 0.4%
55,031
+52
66
$5.64M 0.4%
175,614
-134,928
67
$5.29M 0.37%
23,647
+1,992
68
$5.23M 0.37%
55,507
-1,683
69
$5.12M 0.36%
59,292
+3,579
70
$5.1M 0.36%
218,504
71
$5.04M 0.35%
138,935
+2,205
72
$4.93M 0.35%
75,571
-182,900
73
$4.89M 0.34%
81,538
+1,983
74
$4.79M 0.34%
39,912
+252
75
$4.69M 0.33%
111,833
-28,938
1 2
3
4 5