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
101
$1.87M 0.13%
60,000
102
$1.87M 0.13%
+38,594
103
$1.81M 0.13%
12,719
104
$1.73M 0.12%
24,490
105
$1.69M 0.12%
10,950
+59
106
$1.62M 0.11%
13,266
+21
107
$1.58M 0.11%
35,400
108
$1.5M 0.11%
21,826
+520
109
$1.46M 0.1%
26,224
+1,790
110
$1.46M 0.1%
44,205
+11,480
111
$1.43M 0.1%
9,165
+1,705
112
$1.38M 0.1%
6,125
-86
113
$1.38M 0.1%
9,813
-144
114
$1.36M 0.1%
18,383
+1,544
115
$1.33M 0.09%
30,100
116
$1.23M 0.09%
24,135
-25
117
$1.21M 0.09%
15,805
-666
118
$1.21M 0.09%
13,637
-366
119
$1.17M 0.08%
+16,925
120
$1.16M 0.08%
15,338
-1,060
121
$1.15M 0.08%
18,124
122
$1.12M 0.08%
7,800
-634
123
$1.12M 0.08%
15,000
124
$1.09M 0.08%
8,257
+896
125
$1.02M 0.07%
8,736
3 4
5
6 7