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
851
-15
852
-2,200
853
$0 ﹤0.01%
3
854
-2,532
855
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856
-1,700
857
-31
858
-10
859
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860
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861
-275
862
$0 ﹤0.01%
5
-509
863
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864
-7,326
865
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867
$0 ﹤0.01%
8
868
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869
-3
870
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871
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872
-1,920
873
$0 ﹤0.01%
25
874
-1,876
875
-357