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
151
$685K 0.05%
4,680
+709
152
$679K 0.05%
9,540
-99
153
$673K 0.05%
20,588
+11,087
154
$669K 0.05%
9,596
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155
$668K 0.05%
3,760
156
$646K 0.05%
16,835
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157
$635K 0.04%
6,945
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158
$634K 0.04%
6,076
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159
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17,882
-691
160
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161
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27,732
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162
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163
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5,825
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164
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15,170
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165
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5,047
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166
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35,398
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167
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168
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5,524
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169
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170
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171
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6,251
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172
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9,024
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173
$560K 0.04%
8,285
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174
$555K 0.04%
12,530
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175
$545K 0.04%
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