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
801
$2K ﹤0.01%
72
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803
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804
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50
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807
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808
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809
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32
815
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321
816
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31
817
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818
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819
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6
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821
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822
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823
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824
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427
825
$1K ﹤0.01%
100
31 32
33
34 35