CT
Cambridge Trust Portfolio holdings
AUM
$2.64B
1-Year Est. Return
28.73%
1 Year Est. Return
+28.73%
AUM
$2.4B
AUM Growth
+$230M
(+11%)
Holding
755
Top Buys
| 1 | +$12M | |
| 2 | +$7.23M | |
| 3 | +$6.92M | |
| 4 |
Walmart Inc. Common Stock
WMT
|
+$4.59M |
| 5 |
American Tower
AMT
|
+$4.2M |
Top Sells
| 1 | +$13M | |
| 2 | +$11.3M | |
| 3 | +$8.22M | |
| 4 |
Palo Alto Networks
PANW
|
+$6.88M |
| 5 |
Eaton
ETN
|
+$4.44M |
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 | |
|---|---|---|---|---|---|---|
|
SMAR
751
DELISTED
Smartsheet Inc.
SMAR
| – | – |
-200
|
|
||
|
CEM
752
DELISTED
ClearBridge MLP and Midstream Fund Inc.
CEM
| – | – |
-193
|
|
||
|
LMDX
753
DELISTED
LumiraDx Limited Common Shares
LMDX
| – | – |
-76,741
|
|
||
|
VMW
754
DELISTED
VMware, Inc
VMW
| – | – |
-553
|
|
||
755
Stellantis
STLA
$34B
| – | – |
-243
|
|