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
126
$1.02M 0.07%
8,847
+11
127
$1.01M 0.07%
+43,611
128
$1.01M 0.07%
15,450
+1,800
129
$999K 0.07%
4,468
+168
130
$985K 0.07%
11,396
-2,370
131
$954K 0.07%
18,184
-7,616
132
$946K 0.07%
6,701
+378
133
$944K 0.07%
17,082
-2,857
134
$916K 0.06%
15,862
-4,464
135
$910K 0.06%
18,155
-2,071
136
$902K 0.06%
39,126
+2,445
137
$835K 0.06%
9,843
+989
138
$832K 0.06%
17,702
139
$827K 0.06%
11,654
+3,968
140
$819K 0.06%
21,323
-2,170
141
$812K 0.06%
18,934
+790
142
$780K 0.05%
22,586
+3,194
143
$777K 0.05%
10,271
+112
144
$772K 0.05%
14,192
-1,925
145
$757K 0.05%
10,050
+2,322
146
$753K 0.05%
6,960
+1,680
147
$753K 0.05%
15,258
148
$734K 0.05%
8,866
+2,425
149
$711K 0.05%
6,775
-100
150
$707K 0.05%
6,312
4 5
6
7 8