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
201
$379K 0.02%
2,518
-1,001
202
$376K 0.02%
3,176
+61
203
$374K 0.02%
4,743
-25
204
$358K 0.01%
1,600
205
$348K 0.01%
+4,785
206
$345K 0.01%
3,188
-526
207
$342K 0.01%
+10,629
208
$336K 0.01%
4,864
-623
209
$321K 0.01%
3,764
-560
210
$321K 0.01%
14,595
-1,398
211
$317K 0.01%
2,095
212
$312K 0.01%
+4,270
213
$310K 0.01%
593
+138
214
$309K 0.01%
2,039
-1,448
215
$305K 0.01%
2,820
216
$300K 0.01%
5,056
-453
217
$299K 0.01%
+24,609
218
$298K 0.01%
6,297
-204
219
$297K 0.01%
9,349
-117
220
$291K 0.01%
+1,577
221
$291K 0.01%
1,303
-17
222
$290K 0.01%
1,935
+50
223
$286K 0.01%
3,279
224
$285K 0.01%
4,966
-2,946
225
$284K 0.01%
+1,795
7 8
9
10 11