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
$2.21B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$4.79M
3
+$4.43M
4
PYPL icon
PayPal
PYPL
+$4.3M
5
MSFT icon
Microsoft
MSFT
+$3.83M

Top Sells

1
+$9.41M
2
+$8.74M
3
+$5.78M
4
WTRG icon
Essential Utilities
WTRG
+$4.33M
5
WSO icon
Watsco Inc
WSO
+$3.71M

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
51
$14.7M 0.67%
220,801
+64,457
52
$14.6M 0.66%
47,222
-1,793
53
$14.4M 0.65%
311,031
+14,620
54
$14.1M 0.64%
269,772
-1,704
55
$13.9M 0.63%
36,813
-1,038
56
$12.8M 0.58%
528,129
+10,425
57
$12.2M 0.55%
151,082
-860
58
$11.8M 0.54%
218,148
-3,400
59
$11.8M 0.53%
225,905
+4,000
60
$11.8M 0.53%
21,883
-311
61
$9.93M 0.45%
51,197
-1,471
62
$9.85M 0.45%
22,228
-1,541
63
$9M 0.41%
88,190
+35,140
64
$8.97M 0.41%
74,130
-4,968
65
$8.92M 0.4%
110,246
66
$8.36M 0.38%
24,513
-359
67
$7.67M 0.35%
219,291
+15,395
68
$7.27M 0.33%
82,346
-1,146
69
$7.11M 0.32%
83,852
-1,120
70
$7.07M 0.32%
32,160
-3,952
71
$6.55M 0.3%
32,020
-7,249
72
$6.38M 0.29%
35,423
-715
73
$6.14M 0.28%
33,176
-1,964
74
$6M 0.27%
45,358
-2,363
75
$5.75M 0.26%
50,513
-5,285
1 2
3
4 5