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
$2.65B
AUM Growth
-$6.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$2.55M
3 +$2.25M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.15M
5
VRSK icon
Verisk Analytics
VRSK
+$2.13M

Top Sells

1 +$13.8M
2 +$11.7M
3 +$3.93M
4
ADP icon
Automatic Data Processing
ADP
+$1.93M
5
WM icon
Waste Management
WM
+$1.72M

Sector Composition

1 Technology 18.84%
2 Financials 17.8%
3 Healthcare 10.44%
4 Consumer Discretionary 10.23%
5 Industrials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$382K 0.01%
7,371
-581
202
$375K 0.01%
1,900
+460
203
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6,111
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204
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205
$368K 0.01%
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206
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207
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3,115
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208
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4,526
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209
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4,277
210
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211
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212
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213
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214
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2,143
-93,360
215
$316K 0.01%
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216
$310K 0.01%
507
217
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3,252
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218
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219
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4,966
220
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474
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221
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13,595
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223
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4,894
224
$293K 0.01%
3,067
-212
225
$287K 0.01%
4,081
-60