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
$1.42B
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$6.27M
3
+$6.03M
4
AMZN icon
Amazon
AMZN
+$4.89M
5
META icon
Meta Platforms (Facebook)
META
+$4.55M

Top Sells

1
+$11.9M
2
+$9.07M
3
+$4.33M
4
MDT icon
Medtronic
MDT
+$3.04M
5
AAPL icon
Apple
AAPL
+$2.93M

Sector Composition

1 Financials 17.31%
2 Healthcare 14.38%
3 Technology 13.82%
4 Industrials 11.14%
5 Energy 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.69M 0.33%
74,845
+402
77
$4.65M 0.33%
93,961
+5,618
78
$4.64M 0.33%
15,374
+2,034
79
$4.6M 0.32%
63,029
+6,082
80
$4.55M 0.32%
109,718
+1,884
81
$4.45M 0.31%
115,756
-5,630
82
$4.43M 0.31%
148,184
-8,592
83
$3.98M 0.28%
25,067
-1,726
84
$3.8M 0.27%
23,287
+2,146
85
$3.7M 0.26%
146,974
+27,025
86
$3.67M 0.26%
22,470
-337
87
$3.67M 0.26%
31,186
+901
88
$3.53M 0.25%
28,795
+2,716
89
$3.25M 0.23%
45,725
-39,347
90
$3.23M 0.23%
28,049
+1,450
91
$3.22M 0.23%
38,103
-2,353
92
$3.17M 0.22%
63,107
-5,098
93
$2.98M 0.21%
43,173
+14,039
94
$2.67M 0.19%
22,761
-645
95
$2.55M 0.18%
46,336
-12,388
96
$2.53M 0.18%
34,484
-210
97
$2.38M 0.17%
40,773
-887
98
$2.3M 0.16%
40,228
-1,006
99
$2.09M 0.15%
33,794
-510
100
$1.97M 0.14%
+38,120
2 3
4
5 6