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
$3.1B
AUM Growth
+$450M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,163
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$18.8M
3
+$18.7M
4
BKNG icon
Booking.com
BKNG
+$13.7M
5
CATC
CAMBRIDGE BANCORP
CATC
+$11.7M

Top Sells

1
+$15.6M
2
+$12.2M
3
+$11.8M
4
DIS icon
Walt Disney
DIS
+$7.43M
5
ADP icon
Automatic Data Processing
ADP
+$3.95M

Sector Composition

1 Technology 20.32%
2 Financials 15.77%
3 Healthcare 10.85%
4 Consumer Discretionary 10.35%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.13M 0.07%
22,912
+3,933
127
$1.98M 0.06%
35,808
+11,958
128
$1.95M 0.06%
20,511
+17,904
129
$1.92M 0.06%
9,078
+1,172
130
$1.92M 0.06%
49,036
+3,327
131
$1.9M 0.06%
4,551
132
$1.87M 0.06%
20,486
+10,500
133
$1.87M 0.06%
+98,552
134
$1.84M 0.06%
20,321
+16,044
135
$1.84M 0.06%
23,144
+2,209
136
$1.83M 0.06%
5,196
+45
137
$1.65M 0.05%
5,859
+317
138
$1.64M 0.05%
9,488
+1,049
139
$1.57M 0.05%
2,321
-278
140
$1.55M 0.05%
7,494
+4,097
141
$1.52M 0.05%
5,011
-18
142
$1.52M 0.05%
13,315
+3,035
143
$1.45M 0.05%
17,430
+5,000
144
$1.4M 0.05%
7,675
+1,550
145
$1.36M 0.04%
3,777
-74
146
$1.34M 0.04%
7,326
+529
147
$1.33M 0.04%
4,344
+1,228
148
$1.32M 0.04%
+9,381
149
$1.3M 0.04%
+27,454
150
$1.3M 0.04%
19,251
-663
4 5
6
7 8