CT
Cambridge Trust Portfolio holdings
AUM
$2.64B
1-Year Return
28.73%
This Quarter Return
+10.48%
1 Year Return
+28.73%
3 Year Return
+42.94%
5 Year Return
+123.28%
10 Year Return
+319.42%
AUM
$3.1B
AUM Growth
+$450M
(+17%)
Cap. Flow
+$237M
Cap. Flow
% of AUM
7.63%
Top 10 Holdings %
Top 10 Hldgs %
27.31%
Holding
1,163
New
892
Increased
185
Reduced
59
Closed
–
Top Buys
| 1 |
iShares Gold Trust
IAU
|
+$21.6M |
| 2 |
Cabot Corp
CBT
|
+$18.8M |
| 3 |
NVIDIA
NVDA
|
+$18.7M |
| 4 |
Booking.com
BKNG
|
+$13.7M |
| 5 |
CATC
CAMBRIDGE BANCORP
CATC
|
+$11.7M |
Top Sells
| 1 |
Progressive
PGR
|
+$15.6M |
| 2 |
Essential Utilities
WTRG
|
+$12.2M |
| 3 |
Lowe's Companies
LOW
|
+$11.8M |
| 4 |
Walt Disney
DIS
|
+$7.43M |
| 5 |
Automatic Data Processing
ADP
|
+$3.95M |
Sector Composition
| 1 | Technology | 20.32% |
| 2 | Financials | 15.77% |
| 3 | Healthcare | 10.85% |
| 4 | Consumer Discretionary | 10.35% |
| 5 | Industrials | 7.73% |
