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
801
$2K ﹤0.01%
72
802
$2K ﹤0.01%
+23
803
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80
804
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50
-666
805
$2K ﹤0.01%
+69
806
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102
807
$2K ﹤0.01%
+40
808
$2K ﹤0.01%
448
809
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810
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150
-42
811
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23
812
$2K ﹤0.01%
+57
813
$2K ﹤0.01%
+54
814
$2K ﹤0.01%
32
815
$2K ﹤0.01%
31
816
$2K ﹤0.01%
+56
817
$2K ﹤0.01%
132
818
$2K ﹤0.01%
321
819
$1K ﹤0.01%
100
820
$1K ﹤0.01%
+30
821
$1K ﹤0.01%
41
822
$1K ﹤0.01%
19
823
$1K ﹤0.01%
427
824
$1K ﹤0.01%
6
-9
825
$1K ﹤0.01%
30
-15
31 32
33
34 35