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
$2.28B
AUM Growth
-$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.7M
3
+$9.34M
4
GTLS icon
Chart Industries
GTLS
+$4.21M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.06M

Top Sells

1
+$42.8M
2
+$15.9M
3
+$15.8M
4
DHR icon
Danaher
DHR
+$11.8M
5
META icon
Meta Platforms (Facebook)
META
+$9.2M

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
776
$4K ﹤0.01%
107
777
$3K ﹤0.01%
+50
778
$3K ﹤0.01%
20
779
$3K ﹤0.01%
36
-284
780
$3K ﹤0.01%
33
-379
781
$3K ﹤0.01%
75
-262
782
$3K ﹤0.01%
31
783
$3K ﹤0.01%
57
-39
784
$3K ﹤0.01%
4
785
$3K ﹤0.01%
156
786
$3K ﹤0.01%
87
+21
787
$3K ﹤0.01%
+53
788
$3K ﹤0.01%
30
-8
789
$3K ﹤0.01%
170
790
$3K ﹤0.01%
630
-122
791
$3K ﹤0.01%
102
-825
792
$3K ﹤0.01%
457
793
$3K ﹤0.01%
66
794
$3K ﹤0.01%
201
795
$3K ﹤0.01%
18
796
$3K ﹤0.01%
69
+1
797
$3K ﹤0.01%
100
798
$3K ﹤0.01%
100
799
$2K ﹤0.01%
+14
800
$2K ﹤0.01%
+64
30 31
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