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
201
$438K 0.02%
6,923
202
$426K 0.02%
3,441
-331
203
$426K 0.02%
1,705
204
$423K 0.02%
5,595
-1,597
205
$422K 0.02%
6,005
-190
206
$422K 0.02%
10,540
-149
207
$421K 0.02%
1,466
-52
208
$420K 0.02%
6,950
-50
209
$413K 0.02%
12,239
-11,925
210
$407K 0.02%
2,268
-233
211
$383K 0.02%
3,162
-943
212
$383K 0.02%
2,311
-40
213
$382K 0.02%
2,674
-325
214
$371K 0.02%
5,233
215
$365K 0.02%
1,873
216
$355K 0.02%
1,450
-114
217
$354K 0.02%
5,565
218
$347K 0.02%
4,500
219
$345K 0.02%
4,397
+1,164
220
$338K 0.02%
2,716
-100
221
$337K 0.02%
20,059
222
$335K 0.02%
1,781
-12
223
$335K 0.02%
757
-103
224
$330K 0.01%
5,300
225
$330K 0.01%
88,125
7 8
9
10 11