CT
Cambridge Trust Portfolio holdings
AUM
$2.64B
1-Year Est. Return
28.73%
This Fund
S&P 500
1 Year Est. Return
+28.73%
AUM
$2.64B
AUM Growth
+$244M
(+10%)
Holding
727
Top Buys
| 1 | +$38M | |
| 2 | +$32.9M | |
| 3 | +$31.9M | |
| 4 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$17.1M |
| 5 |
Eli Lilly
LLY
|
+$15.3M |
Top Sells
| 1 | +$12.2M | |
| 2 | +$12.2M | |
| 3 | +$11.6M | |
| 4 |
Adobe
ADBE
|
+$10.7M |
| 5 |
Becton Dickinson
BDX
|
+$10.7M |
Sector Composition
| 1 | Technology | 23.34% |
| 2 | Financials | 12.86% |
| 3 | Healthcare | 10.67% |
| 4 | Consumer Discretionary | 8.33% |
| 5 | Industrials | 7.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
726
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.68B
| – | – |
-175
|
|
||
|
XYZ
727
Block Inc
XYZ
$39.6B
| – | – |
-20
|
|