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
826
$1K ﹤0.01%
320
827
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200
828
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100
829
$1K ﹤0.01%
50
830
$1K ﹤0.01%
50
831
$1K ﹤0.01%
30
832
$1K ﹤0.01%
101
833
$1K ﹤0.01%
+11
834
$1K ﹤0.01%
500
835
$1K ﹤0.01%
30
836
$1K ﹤0.01%
180
+1
837
$1K ﹤0.01%
20
-6
838
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10
839
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202
840
$1K ﹤0.01%
33
-9
841
$1K ﹤0.01%
59
842
$1K ﹤0.01%
+74
843
$1K ﹤0.01%
16
844
– –
-2,473
845
– –
0
846
$0 ﹤0.01%
35
847
– –
-355
848
$0 ﹤0.01%
1
849
$0 ﹤0.01%
3
850
$0 ﹤0.01%
74
32 33
34
35 36