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
176
$538K 0.04%
32,000
177
$522K 0.04%
17,140
+2,252
178
$517K 0.04%
11,348
+1,831
179
$487K 0.03%
3,044
-23
180
$487K 0.03%
6,390
-274
181
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2,165
+11
182
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22,392
+2,965
183
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2,720
+1,225
184
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8,429
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185
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7,307
186
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11,239
+1,874
187
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15,460
+2,040
188
$444K 0.03%
3,292
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189
$436K 0.03%
8,859
190
$426K 0.03%
5,790
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191
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5,000
192
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193
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1,800
194
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5,460
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195
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9,551
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196
– –
0
197
$402K 0.03%
11,712
+293
198
$386K 0.03%
3,749
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199
$384K 0.03%
3,097
-110
200
$379K 0.03%
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