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
1
$46.7M 3.29%
399,639
+8,476
2
$46.4M 3.27%
514,364
+13,652
3
$39.8M 2.8%
262,696
+3,855
4
$38.4M 2.71%
747,928
+19,332
5
$36.4M 2.56%
315,776
+4,306
6
$35M 2.47%
563,650
+14,367
7
$33.8M 2.38%
601,594
+107,412
8
$33.3M 2.35%
321,648
+8,638
9
$30.2M 2.13%
257,562
+23,582
10
$29.3M 2.06%
1,012,004
-101,312
11
$29.1M 2.05%
776,860
+130,500
12
$24.7M 1.74%
154,050
+39,189
13
$24.1M 1.7%
233,773
+3,574
14
$24M 1.69%
133,490
+15,494
15
$23.7M 1.67%
577,859
+6,104
16
$22.8M 1.61%
205,471
+4,871
17
$22.7M 1.6%
318,637
-42,747
18
$21.9M 1.54%
553,200
+7,160
19
$21.4M 1.51%
274,661
+29,280
20
$21.1M 1.48%
141,126
+1,703
21
$20.4M 1.44%
202,261
+1,621
22
$20.2M 1.43%
241,130
+5,006
23
$20.2M 1.42%
1,089,210
+8,175
24
$20M 1.41%
517,960
+3,120
25
$19.6M 1.38%
286,089
+4,538
1
2 3 4 5