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
176
$875K 0.03%
9,618
+4,628
177
$833K 0.03%
4,778
+2,077
178
$831K 0.03%
4,296
+2,600
179
$815K 0.03%
+3,045
180
$803K 0.03%
15,953
+5,024
181
$783K 0.03%
4,281
+1,850
182
$779K 0.03%
10,796
+1,418
183
$767K 0.02%
24,777
+1,179
184
$764K 0.02%
+14,090
185
$763K 0.02%
13,141
+5,770
186
$757K 0.02%
7,716
+1,729
187
$744K 0.02%
12,635
+4,691
188
$730K 0.02%
4,154
+1,538
189
$725K 0.02%
19,246
+647
190
$722K 0.02%
3,672
+384
191
$711K 0.02%
8,092
+582
192
$702K 0.02%
+12,026
193
$695K 0.02%
8,139
+3,613
194
$682K 0.02%
7,336
+76
195
$678K 0.02%
5,126
-434
196
$670K 0.02%
23,725
197
$668K 0.02%
4,138
+1,199
198
$660K 0.02%
2,919
+261
199
$653K 0.02%
+7,615
200
$652K 0.02%
1,870
+350
6 7
8
9 10