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
776
$4K ﹤0.01%
+68
777
$3K ﹤0.01%
+50
778
$3K ﹤0.01%
20
779
$3K ﹤0.01%
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-379
780
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75
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781
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-39
782
$3K ﹤0.01%
4
783
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156
784
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87
+21
785
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786
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30
-8
787
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788
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630
-122
789
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102
-825
790
$3K ﹤0.01%
457
791
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69
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795
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796
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100
797
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36
-284
798
$3K ﹤0.01%
31
799
$2K ﹤0.01%
+14
800
$2K ﹤0.01%
+64
30 31
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