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
$2.45B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$37.1M
3
+$29.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$26M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$25.1M

Top Sells

1
+$23.1M
2
+$22.9M
3
+$21.9M
4
VZ icon
Verizon
VZ
+$12.5M
5
META icon
Meta Platforms (Facebook)
META
+$11.8M

Sector Composition

1 Technology 18.85%
2 Financials 17.26%
3 Healthcare 10.14%
4 Consumer Discretionary 9.99%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$505K 0.02%
9,538
+45
177
$492K 0.02%
2,300
+745
178
$491K 0.02%
2,860
-55
179
$474K 0.02%
4,081
-800
180
$465K 0.02%
7,487
+500
181
$457K 0.02%
3,373
-655
182
$452K 0.02%
9,698
+430
183
$441K 0.02%
2,596
+465
184
$438K 0.02%
1,982
-328
185
$434K 0.02%
4,965
-2,492
186
$432K 0.02%
6,613
-283
187
$432K 0.02%
5,293
-1,306
188
$429K 0.02%
2,766
-175
189
$422K 0.02%
+9,736
190
$413K 0.02%
4,773
-2,000
191
$409K 0.02%
2,716
-11
192
$407K 0.02%
4,216
-25
193
$404K 0.02%
+7,326
194
$404K 0.02%
5,201
+339
195
$403K 0.02%
+1,520
196
$402K 0.02%
1,184
+3
197
$398K 0.02%
6,603
+1,053
198
$397K 0.02%
+4,730
199
$394K 0.02%
+2,189
200
$381K 0.02%
+4,318
6 7
8
9 10