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
$3.1B
AUM Growth
+$450M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,163
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$18.8M
3
+$18.7M
4
BKNG icon
Booking.com
BKNG
+$13.7M
5
CATC
CAMBRIDGE BANCORP
CATC
+$11.7M

Top Sells

1
+$15.6M
2
+$12.2M
3
+$11.8M
4
DIS icon
Walt Disney
DIS
+$7.43M
5
ADP icon
Automatic Data Processing
ADP
+$3.95M

Sector Composition

1 Technology 20.32%
2 Financials 15.77%
3 Healthcare 10.85%
4 Consumer Discretionary 10.35%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$15K ﹤0.01%
+395
752
$15K ﹤0.01%
+185
753
$15K ﹤0.01%
+95
754
$15K ﹤0.01%
+500
755
$15K ﹤0.01%
+200
756
$14K ﹤0.01%
+359
757
$14K ﹤0.01%
+106
758
$14K ﹤0.01%
+331
759
$14K ﹤0.01%
+275
760
$14K ﹤0.01%
+85
761
$14K ﹤0.01%
+35
762
$14K ﹤0.01%
+195
763
$14K ﹤0.01%
120
-2,700
764
$14K ﹤0.01%
+40
765
$13K ﹤0.01%
+368
766
$13K ﹤0.01%
+639
767
$13K ﹤0.01%
+205
768
$13K ﹤0.01%
+165
769
$13K ﹤0.01%
+185
770
$13K ﹤0.01%
+280
771
$13K ﹤0.01%
+166
772
$13K ﹤0.01%
+686
773
$13K ﹤0.01%
+274
774
$13K ﹤0.01%
+82
775
$12K ﹤0.01%
+294
29 30
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