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
$2.28B
AUM Growth
-$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.7M
3
+$9.34M
4
GTLS icon
Chart Industries
GTLS
+$4.21M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.06M

Top Sells

1
+$42.8M
2
+$15.9M
3
+$15.8M
4
DHR icon
Danaher
DHR
+$11.8M
5
META icon
Meta Platforms (Facebook)
META
+$9.2M

Sector Composition

1 Technology 18.07%
2 Financials 15.8%
3 Healthcare 14.36%
4 Consumer Discretionary 9.42%
5 Industrials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$692K 0.03%
9,092
+50
177
$683K 0.03%
8,083
-239
178
$674K 0.03%
3,422
-137
179
$666K 0.03%
2,113
-1,548
180
$651K 0.03%
11,776
181
$645K 0.03%
3,245
+78
182
$629K 0.03%
5,864
+116
183
$618K 0.03%
8,665
+1,185
184
$614K 0.03%
3,626
+30
185
$612K 0.03%
4,340
+57
186
$609K 0.03%
18,599
-147
187
$591K 0.03%
7,384
+284
188
$589K 0.03%
7,429
-936
189
$568K 0.02%
10,501
190
$557K 0.02%
9,105
+6,409
191
$549K 0.02%
4,079
192
$542K 0.02%
7,107
+1,512
193
$537K 0.02%
1,717
+58
194
$536K 0.02%
9,659
+2,694
195
$526K 0.02%
3,726
-983
196
$517K 0.02%
8,786
-6,412
197
$517K 0.02%
3,563
-25
198
$517K 0.02%
7,229
+3,843
199
$510K 0.02%
4,533
-1,357
200
$508K 0.02%
1,999
6 7
8
9 10