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
$2.21B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$4.79M
3
+$4.43M
4
PYPL icon
PayPal
PYPL
+$4.3M
5
MSFT icon
Microsoft
MSFT
+$3.83M

Top Sells

1
+$9.41M
2
+$8.74M
3
+$5.78M
4
WTRG icon
Essential Utilities
WTRG
+$4.33M
5
WSO icon
Watsco Inc
WSO
+$3.71M

Sector Composition

1 Technology 21.96%
2 Financials 13.58%
3 Healthcare 12.46%
4 Consumer Discretionary 8.53%
5 Industrials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$580K 0.03%
6,620
-550
177
$576K 0.03%
2,035
+728
178
$567K 0.03%
7,646
-27
179
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180
$566K 0.03%
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181
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8,539
182
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17,942
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183
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184
$515K 0.02%
3,540
185
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2,963
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186
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5,308
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187
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188
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189
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6,426
-118
190
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2,030
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191
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192
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193
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194
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195
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196
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197
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198
$447K 0.02%
5,027
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199
$445K 0.02%
1,617
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200
$444K 0.02%
2,290
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