CT
Cambridge Trust Portfolio holdings
AUM
$2.64B
1-Year Est. Return
28.73%
1 Year Est. Return
+28.73%
AUM
$2.4B
AUM Growth
+$230M
(+11%)
Holding
755
Top Buys
| 1 | +$12M | |
| 2 | +$7.23M | |
| 3 | +$6.92M | |
| 4 |
Walmart
WMT
|
+$4.59M |
| 5 |
American Tower
AMT
|
+$4.2M |
Top Sells
| 1 | +$13M | |
| 2 | +$11.3M | |
| 3 | +$8.22M | |
| 4 |
Palo Alto Networks
PANW
|
+$6.88M |
| 5 |
Eaton
ETN
|
+$4.44M |
Sector Composition
| 1 | Technology | 23.42% |
| 2 | Financials | 13.58% |
| 3 | Healthcare | 10.95% |
| 4 | Consumer Discretionary | 8.27% |
| 5 | Industrials | 7.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Chart Industries
GTLS
$8.98B
| $7.56M | 0.32% |
55,462
+23,600
|
|
||
77
Union Pacific
UNP
$134B
| $7.26M | 0.3% |
29,543
-642
|
|
||
78
Charter Communications
CHTR
$34.6B
| $7.23M | 0.3% |
+18,613
|
|
||
79
Advanced Micro Devices
AMD
$378B
| $6.96M | 0.29% |
47,218
-1,540
|
|
||
80
WEC Energy
WEC
$37.6B
| $6.87M | 0.29% |
81,614
-1,649
|
|
||
81
TJX Companies
TJX
$160B
| $6.8M | 0.28% |
72,447
-1,158
|
|
||
82
US Bancorp
USB
$71.1B
| $6.76M | 0.28% |
156,203
-712
|
|
||
83
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
| $6.51M | 0.27% |
71,192
+2,013
|
|
||
84
Eli Lilly
LLY
$720B
| $6.37M | 0.27% |
10,930
+78
|
|
||
85
Donaldson
DCI
$9.59B
| $6.34M | 0.26% |
96,967
+510
|
|
||
86
Vanguard Total Stock Market ETF
VTI
$543B
| $6.24M | 0.26% |
26,314
+653
|
|
||
87
PepsiCo
PEP
$210B
| $5.84M | 0.24% |
34,385
-1,798
|
|
||
88
Invesco QQQ Trust
QQQ
$384B
| $5.74M | 0.24% |
14,010
-141
|
|
||
89
Vanguard FTSE Emerging Markets ETF
VWO
$102B
| $5.53M | 0.23% |
134,507
+4,590
|
|
||
90
Atmos Energy
ATO
$28.3B
| $5.3M | 0.22% |
45,692
-637
|
|
||
91
Abbott
ABT
$224B
| $5.03M | 0.21% |
45,717
-177
|
|
||
92
Applied Materials
AMAT
$179B
| $5.01M | 0.21% |
30,917
-13
|
|
||
93
Oracle
ORCL
$830B
| $4.45M | 0.19% |
42,241
-704
|
|
||
94
AbbVie
ABBV
$406B
| $4.31M | 0.18% |
27,819
+119
|
|
||
95
iShares Gold Trust
IAU
$64.3B
| $3.44M | 0.14% |
88,166
-1,041
|
|
||
96
Digital Realty Trust
DLR
$58.9B
| $3M | 0.12% |
22,283
+395
|
|
||
97
iShares S&P 500 Growth ETF
IVW
$65.8B
| $2.93M | 0.12% |
39,010
+1,384
|
|
||
98
CVS Health
CVS
$105B
| $2.93M | 0.12% |
37,045
-17,571
|
|
||
99
Vanguard S&P 500 ETF
VOO
$757B
| $2.91M | 0.12% |
6,668
|
|
||
100
RTX Corp
RTX
$211B
| $2.79M | 0.12% |
33,126
-189
|
|