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
151
$1.26M 0.04%
15,471
+471
152
$1.23M 0.04%
9,536
+5,800
153
$1.22M 0.04%
8,788
+6,042
154
$1.22M 0.04%
7,007
+2,454
155
$1.2M 0.04%
4,706
+184
156
$1.19M 0.04%
31,698
+21,069
157
$1.18M 0.04%
14,624
+4,977
158
$1.17M 0.04%
3,413
+1,427
159
$1.16M 0.04%
5,154
+947
160
$1.16M 0.04%
5,207
+3,282
161
$1.12M 0.04%
14,197
+10,764
162
$1.11M 0.04%
10,881
+7,660
163
$1.06M 0.03%
3,511
+173
164
$1.04M 0.03%
9,021
+614
165
$1.04M 0.03%
+3,542
166
$1.03M 0.03%
21,419
+3,511
167
$1.03M 0.03%
1,812
-205
168
$1.02M 0.03%
18,055
+4,607
169
$1.01M 0.03%
9,076
+5,824
170
$931K 0.03%
11,848
+3,637
171
$907K 0.03%
+6,341
172
$899K 0.03%
9,669
+857
173
$894K 0.03%
6,945
174
$885K 0.03%
11,276
+7,748
175
$879K 0.03%
3,798
+471
5 6
7
8 9