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
$1.19B
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$7.65M
3
+$7.21M
4
MDT icon
Medtronic
MDT
+$6.4M
5
OZK icon
Bank OZK
OZK
+$4.79M

Top Sells

1
+$6.89M
2
+$5.67M
3
+$4.81M
4
GE icon
GE Aerospace
GE
+$4.57M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.48M

Sector Composition

1 Financials 16.57%
2 Technology 15.03%
3 Healthcare 13.46%
4 Industrials 8.12%
5 Energy 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$284K 0.02%
1,450
+75
177
$282K 0.02%
5,467
-350
178
$281K 0.02%
14,833
+4,496
179
$280K 0.02%
50,000
180
$280K 0.02%
3,311
+38
181
$277K 0.02%
+4,075
182
$276K 0.02%
5,904
-2,392
183
$275K 0.02%
3,789
+190
184
$273K 0.02%
2,355
-100
185
$266K 0.02%
2,339
-312
186
$263K 0.02%
+18,000
187
$262K 0.02%
8,079
-508
188
$262K 0.02%
+3,411
189
$256K 0.02%
+4,692
190
$251K 0.02%
4,545
-250
191
$245K 0.02%
5,010
-550
192
$241K 0.02%
1,716
-56
193
$240K 0.02%
6,362
-1,429
194
$237K 0.02%
1,006
-11
195
$236K 0.02%
7,440
196
$236K 0.02%
+4,360
197
$235K 0.02%
+3,596
198
$234K 0.02%
+1,804
199
$233K 0.02%
1,980
200
$232K 0.02%
+2,670
6 7
8
9 10