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
$2.21B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$4.79M
3
+$4.43M
4
PYPL icon
PayPal
PYPL
+$4.3M
5
MSFT icon
Microsoft
MSFT
+$3.83M

Top Sells

1
+$9.41M
2
+$8.74M
3
+$5.78M
4
WTRG icon
Essential Utilities
WTRG
+$4.33M
5
WSO icon
Watsco Inc
WSO
+$3.71M

Sector Composition

1 Technology 21.96%
2 Financials 13.58%
3 Healthcare 12.46%
4 Consumer Discretionary 8.53%
5 Industrials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.64M 0.12%
37,490
-1,084
102
$2.53M 0.11%
137,616
+1,245
103
$2.49M 0.11%
98,552
104
$2.37M 0.11%
20,848
+566
105
$2.27M 0.1%
9,066
-671
106
$2.21M 0.1%
20,041
-219
107
$2.01M 0.09%
20,584
+5,102
108
$1.96M 0.09%
19,767
-1,276
109
$1.96M 0.09%
4,084
-65
110
$1.84M 0.08%
7,492
-511
111
$1.82M 0.08%
20,679
-3,029
112
$1.79M 0.08%
13,395
-263
113
$1.69M 0.08%
9,740
-301
114
$1.65M 0.07%
3,759
-84
115
$1.63M 0.07%
7,735
-127
116
$1.56M 0.07%
46,629
-3,728
117
$1.55M 0.07%
17,124
-987
118
$1.54M 0.07%
41,498
-5,036
119
$1.52M 0.07%
15,286
+4,190
120
$1.52M 0.07%
9,343
-133
121
$1.49M 0.07%
83,649
-100,694
122
$1.35M 0.06%
3,548
-9,737
123
$1.31M 0.06%
5,007
-375
124
$1.3M 0.06%
12,158
-10,605
125
$1.28M 0.06%
7,589
-245
3 4
5
6 7