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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
$2.4B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1 +$11.2M
2 +$7.59M
3 +$5.92M
4
WMT icon
Walmart Inc
WMT
+$4.62M
5
AMT icon
American Tower
AMT
+$3.68M

Top Sells

1 +$11.7M
2 +$9.71M
3 +$8.57M
4
PANW icon
Palo Alto Networks
PANW
+$6.24M
5
BMY icon
Bristol-Myers Squibb
BMY
+$4.46M

Sector Composition

1 Technology 23.42%
2 Financials 13.58%
3 Healthcare 10.95%
4 Consumer Discretionary 8.27%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WAT icon
751
Waters Corp
WAT
$35.1B
-21
WDAY icon
752
Workday
WDAY
$32B
-21
WTW icon
753
Willis Towers Watson
WTW
$24.4B
-30
XLSR icon
754
State Street US Sector Rotation ETF
XLSR
$1B
-2,461
SMAR
755
DELISTED
Smartsheet Inc.
SMAR
-200