CT

Cambridge Trust Portfolio holdings

AUM $2.64B
1-Year Est. Return 28.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.28B
AUM Growth
-$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$10.7M
3
+$9.84M
4
GTLS icon
Chart Industries
GTLS
+$4.3M
5
ETN icon
Eaton
ETN
+$4.11M

Top Sells

1
+$45.1M
2
+$17.6M
3
+$15.8M
4
DHR icon
Danaher
DHR
+$12.1M
5
META icon
Meta Platforms (Facebook)
META
+$11M

Sector Composition

1 Technology 18.07%
2 Financials 15.8%
3 Healthcare 14.36%
4 Consumer Discretionary 9.42%
5 Industrials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$5K ﹤0.01%
185
752
$5K ﹤0.01%
58
-23
753
$4K ﹤0.01%
+100
754
$4K ﹤0.01%
+84
755
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85
756
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757
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+25
758
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759
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760
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761
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762
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763
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764
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765
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13
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766
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13
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767
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768
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180
-13,363
769
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+150
770
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+121
771
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26
-1,025
772
$4K ﹤0.01%
123
773
$4K ﹤0.01%
107
774
$4K ﹤0.01%
31
+1
775
$4K ﹤0.01%
300
29 30
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32 33