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
$1.57B
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.94M
3
+$8.21M
4
XLNX
Xilinx Inc
XLNX
+$7.56M
5
SLB icon
SLB Ltd
SLB
+$6.82M

Top Sells

1
+$14.6M
2
+$12.1M
3
+$10M
4
MCO icon
Moody's
MCO
+$9.88M
5
META icon
Meta Platforms (Facebook)
META
+$6.57M

Sector Composition

1 Financials 17.63%
2 Technology 17.12%
3 Healthcare 12.73%
4 Industrials 10.11%
5 Consumer Discretionary 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.91M 0.12%
21,207
-3,718
102
$1.77M 0.11%
13,324
-28,447
103
$1.74M 0.11%
22,651
-800
104
$1.64M 0.1%
43,590
-1,325
105
$1.61M 0.1%
6,076
-970
106
$1.57M 0.1%
29,894
-2,117
107
$1.48M 0.09%
22,965
-23,605
108
$1.48M 0.09%
15,974
+495
109
$1.42M 0.09%
6,584
-329
110
$1.38M 0.09%
46,434
+4,848
111
$1.37M 0.09%
12,306
-130
112
$1.34M 0.09%
33,764
+1,153
113
$1.33M 0.09%
12,136
-13,251
114
$1.32M 0.08%
11,952
-2,548
115
$1.31M 0.08%
23,133
+3,432
116
$1.3M 0.08%
8,864
+260
117
$1.29M 0.08%
23,010
+191
118
$1.26M 0.08%
18,109
+339
119
$1.23M 0.08%
17,240
120
$1.22M 0.08%
7,665
-40
121
$1.21M 0.08%
26,900
-2,355
122
$1.21M 0.08%
15,283
-3,610
123
$1.2M 0.08%
+8,190
124
$1.17M 0.07%
13,290
+869
125
$1.17M 0.07%
17,405
+1,512
3 4
5
6 7