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
$2.21B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$4.79M
3
+$4.43M
4
PYPL icon
PayPal
PYPL
+$4.3M
5
MSFT icon
Microsoft
MSFT
+$3.83M

Top Sells

1
+$9.41M
2
+$8.74M
3
+$5.78M
4
WTRG icon
Essential Utilities
WTRG
+$4.33M
5
WSO icon
Watsco Inc
WSO
+$3.71M

Sector Composition

1 Technology 21.96%
2 Financials 13.58%
3 Healthcare 12.46%
4 Consumer Discretionary 8.53%
5 Industrials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.62M 0.25%
61,246
-980
77
$5.44M 0.25%
24,717
+264
78
$5.38M 0.24%
49,314
-4,895
79
$5.36M 0.24%
46,076
-960
80
$5.18M 0.23%
156,860
-1,551
81
$5.17M 0.23%
127,196
-1,145
82
$5.12M 0.23%
10,923
+88
83
$5.11M 0.23%
42,882
-1,487
84
$4.98M 0.23%
31,161
+4,705
85
$4.94M 0.22%
13,378
+1,380
86
$4.79M 0.22%
+118,204
87
$4.48M 0.2%
30,962
+8
88
$4.43M 0.2%
+70,865
89
$4.07M 0.18%
30,208
-3,446
90
$3.92M 0.18%
75,161
-1,682
91
$3.76M 0.17%
88,910
-3,210
92
$3.57M 0.16%
89,420
-108,435
93
$3.25M 0.15%
89,409
-4,174
94
$3.17M 0.14%
32,323
-830
95
$3.04M 0.14%
82,959
-8,118
96
$3.01M 0.14%
5,771
-551
97
$2.72M 0.12%
6,668
-113
98
$2.71M 0.12%
30,357
-3,243
99
$2.7M 0.12%
57,335
-1,812
100
$2.65M 0.12%
22,063
-7,550
2 3
4
5 6