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
926
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927
$0 ﹤0.01%
18
928
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-71
929
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930
$0 ﹤0.01%
3
931
$0 ﹤0.01%
1
932
$0 ﹤0.01%
2
933
– –
-480
934
– –
-885
935
– –
-200
936
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937
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938
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939
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940
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941
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-580
942
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943
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944
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945
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946
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947
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948
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949
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950
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-118
36 37
38
39 40