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
201
$378K 0.03%
12,569
202
$376K 0.03%
+19,425
203
$375K 0.03%
4,873
204
– –
0
205
$355K 0.03%
4,000
206
$354K 0.02%
7,484
207
$353K 0.02%
2,678
-739
208
$351K 0.02%
11,121
+80
209
$347K 0.02%
+6,205
210
$335K 0.02%
+5,148
211
$326K 0.02%
1,451
+96
212
$325K 0.02%
2,742
-100
213
$319K 0.02%
16,863
214
$318K 0.02%
1,367
215
$317K 0.02%
2,617
216
$302K 0.02%
27,128
+844
217
$295K 0.02%
2,307
218
$290K 0.02%
40,000
219
$290K 0.02%
5,851
-8,739
220
$276K 0.02%
+5,589
221
$274K 0.02%
20,788
-7,110
222
$273K 0.02%
3,205
223
$272K 0.02%
+3,342
224
$270K 0.02%
8,438
-154
225
$268K 0.02%
4,800
+1,000
7 8
9
10 11