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
$1.72B
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1 +$9.69M
2 +$7.88M
3 +$4.4M
4
WSO icon
Watsco Inc
WSO
+$2.94M
5
SBUX icon
Starbucks
SBUX
+$1.37M

Top Sells

1 +$5.39M
2 +$5.25M
3 +$5.19M
4
CRM icon
Salesforce
CRM
+$4.79M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.15M

Sector Composition

1 Technology 16.84%
2 Financials 15.91%
3 Healthcare 13.37%
4 Consumer Discretionary 11.26%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$12.7M 0.74%
152,252
-3,492
52
$12.5M 0.72%
162,616
-5,552
53
$11.1M 0.64%
72,041
+683
54
$10.6M 0.61%
158,841
+822
55
$10.6M 0.61%
64,519
+17,997
56
$10.2M 0.59%
59,710
+191
57
$10.1M 0.59%
103,926
+2,959
58
$10.1M 0.59%
163,060
+5,532
59
$9.77M 0.57%
116,582
+16,320
60
$9.65M 0.56%
118,446
+12,717
61
$9.26M 0.54%
171,420
-6,840
62
$9.12M 0.53%
4,865
+83
63
$8.94M 0.52%
279,568
+3,678
64
$8.87M 0.51%
97,181
-39,337
65
$8.58M 0.5%
134,240
+68,891
66
$8.53M 0.49%
58,841
-37,179
67
$8.06M 0.47%
92,226
-5,151
68
$7.64M 0.44%
69,701
-101
69
$5.93M 0.34%
20,247
-790
70
$5.91M 0.34%
70,288
-12
71
$5.88M 0.34%
34,731
-385
72
$5.8M 0.34%
44,252
-541
73
$5.75M 0.33%
120,448
74
$5.37M 0.31%
129,829
-469
75
$4.94M 0.29%
91,618
-1,944