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
126
$1.28M 0.06%
3,153
127
$1.22M 0.06%
15,943
-3,770
128
$1.21M 0.05%
23,292
-1,769
129
$1.18M 0.05%
3,923
-1,379
130
$1.17M 0.05%
16,094
-2,045
131
$1.14M 0.05%
13,633
-2,232
132
$1.1M 0.05%
5,373
-82
133
$1.1M 0.05%
7,394
134
$1.05M 0.05%
7,549
-75
135
$973K 0.04%
15,484
136
$961K 0.04%
9,589
-185
137
$919K 0.04%
12,860
-44
138
$911K 0.04%
10,000
139
$907K 0.04%
2,972
-24
140
$900K 0.04%
9,680
-100
141
$892K 0.04%
5,325
142
$885K 0.04%
3,987
+2
143
$884K 0.04%
7,801
+240
144
$874K 0.04%
6,327
-5
145
$869K 0.04%
19,188
+1,100
146
$857K 0.04%
35,684
+5,086
147
$846K 0.04%
4,520
-4,636
148
$826K 0.04%
7,969
-460
149
$801K 0.04%
3,300
-198
150
$799K 0.04%
50,122
-6,947
4 5
6
7 8