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
$1.94B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$4.21M
3
+$1.13M
4
PYPL icon
PayPal
PYPL
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$1.02M

Top Sells

1
+$23.8M
2
+$12.7M
3
+$3.6M
4
AAPL icon
Apple
AAPL
+$2.49M
5
CSCO icon
Cisco
CSCO
+$1.53M

Sector Composition

1 Technology 22.74%
2 Financials 15.69%
3 Healthcare 13.34%
4 Consumer Discretionary 12.97%
5 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14M 0.72%
194,672
-377
52
$13.9M 0.72%
139,293
+1,016
53
$12.5M 0.65%
154,592
+52,028
54
$10.9M 0.56%
177,220
+1,002
55
$10.8M 0.56%
32,679
+30,386
56
$10.6M 0.55%
143,860
-2,600
57
$10.6M 0.55%
45,361
-1,410
58
$10.2M 0.53%
105,168
-2,543
59
$9.87M 0.51%
211,548
+1,314
60
$9.59M 0.5%
68,753
-359
61
$9.02M 0.47%
103,689
+615
62
$8.86M 0.46%
81,260
-4,008
63
$7.96M 0.41%
76,361
-3,589
64
$7.9M 0.41%
72,600
-1,668
65
$7.78M 0.4%
361,398
+327
66
$6.27M 0.32%
106,991
+11,987
67
$6.21M 0.32%
18,548
-753
68
$6.07M 0.31%
137,707
-4,859
69
$5.83M 0.3%
109,629
+16
70
$5.75M 0.3%
41,505
+255
71
$5.75M 0.3%
27,352
+341
72
$5.22M 0.27%
63,683
73
$5.21M 0.27%
18,951
-1,212
74
$4.95M 0.26%
51,786
-3,480
75
$4.91M 0.25%
121,958
-4,123
1 2
3
4 5