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
$1.94B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$4.21M
3
+$1.13M
4
PYPL icon
PayPal
PYPL
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$1.02M

Top Sells

1
+$23.8M
2
+$12.7M
3
+$3.6M
4
AAPL icon
Apple
AAPL
+$2.49M
5
CSCO icon
Cisco
CSCO
+$1.53M

Sector Composition

1 Technology 22.74%
2 Financials 15.69%
3 Healthcare 13.34%
4 Consumer Discretionary 12.97%
5 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.42M 0.07%
3,216
-18
102
$1.39M 0.07%
14,589
-50
103
$1.34M 0.07%
100,220
104
$1.28M 0.07%
3,841
-2,090
105
$1.28M 0.07%
19,568
-598
106
$1.28M 0.07%
4,652
-2,426
107
$1.25M 0.06%
21,712
+519
108
$1.24M 0.06%
8,361
-112
109
$1.2M 0.06%
8,416
+1,403
110
$1.17M 0.06%
32,725
+985
111
$1.15M 0.06%
16,408
-7,333
112
$1.12M 0.06%
5,959
-2,537
113
$1.11M 0.06%
7,497
+460
114
$1.08M 0.06%
11,510
-3,068
115
$1.04M 0.05%
17,429
-885
116
$1.01M 0.05%
+9,149
117
$1.01M 0.05%
8,271
118
$984K 0.05%
8,429
-360
119
$963K 0.05%
2,867
-355
120
$926K 0.05%
24,980
-1,515
121
$879K 0.05%
12,519
-403
122
$879K 0.05%
21,376
-8,184
123
$848K 0.04%
5,634
124
$824K 0.04%
6,085
-941
125
$807K 0.04%
14,058
-3,133
3 4
5
6 7