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CAMBRIDGE TRUST CO13F | |
| CAMBRIDGE TRUST CO | |
| Last update 2024-05-30 | 657 Stocks (41 new) |
| Value $2.64 Bil | Turnover 9 % |
CAMBRIDGE TRUST CO Top Holdings of 2024-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 395,403 | 166,353.9 | -1.64% | 6.290 | -0.10% | 0.010 | +35.37% | +20.48% | 3,759,901.0 | Software | |
AAPL | Apple Inc | 742,456 | 127,316.4 | -3.17% | 4.820 | -0.19% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
GOOGL | Alphabet Inc | 480,406 | 72,507.7 | -0.28% | 2.740 | -0.01% | 0.000 | +22.60% | +0.73% | 2,312,572.8 | Interactive Media | |
NVDA | NVIDIA Corp | 789,060 | 71,296.3 | +135.54% | 2.700 | +1.55% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
AMZN | Amazon.com Inc | 377,354 | 68,067.1 | +1.89% | 2.570 | +0.05% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
IEF | iShares 7-10 Year Treasury Bond ETF | 689,877 | 65,303.8 | +8.35% | 2.470 | +0.19% | - | +1.32% | +4.35% | 34,844.8 | ||
JPM | JPMorgan Chase & Co | 311,570 | 62,407.5 | +0.32% | 2.360 | +0.01% | 0.010 | +23.79% | +25.81% | 815,993.3 | Banks | |
V | Visa Inc | 212,504 | 59,305.5 | +0.43% | 2.240 | +0.01% | 0.010 | +6.43% | +12.80% | 694,059.1 | Credit Services | |
XOM | Exxon Mobil Corp | 490,112 | 56,970.6 | +0.65% | 2.150 | +0.01% | 0.010 | +3.33% | +4.06% | 473,758.6 | Oil & Gas | |
AVGO | Broadcom Inc | 406,210 | 53,839.5 | -4.33% | 2.040 | -0.09% | 0.010 | +60.74% | +23.02% | 1,334,327.7 | Semiconductors |
CAMBRIDGE TRUST CO's Historical Top Holdings Breakdowns
CAMBRIDGE TRUST CO's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2024-03-31 | Add Add | +1.55% | 47.57 ($72.48) 95 | $170.78 | 135.62% | Add 135.54% | 789,060 | 45,406 | |
EFG | iShares MSCI EAFE Growth ETF | 2024-03-31 | Add Add | +1.50% | 93.77 ($99.55) 104.85 | $113.14 | 13.65% | Add 58046.81% | 382,606 | 381,948 | |
EMXC |
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
| 2024-03-31 | Add Add | +1.25% | 52.7 ($55.63) 57.65 | $64.44 | 15.84% | Add 34755.27% | 575,112 | 573,462 | |
VIGI |
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
| 2024-03-31 | Add Add | +0.66% | 77.9 ($80.11) 82.79 | $90.74 | 13.27% | Add 61821.45% | 213,629 | 213,284 | |
LLY | Eli Lilly and Co | 2024-03-31 | Add Add | +0.63% | 592.2 ($711.67) 792.28 | $798.89 | 12.26% | Add 196.8% | 32,440 | 21,510 | |
MRK | Merck & Co Inc | 2024-03-31 | Add Add | +0.51% | 113.24 ($123.26) 131.95 | $83.98 | -31.87% | Add 43.42% | 338,060 | 102,342 | |
PYPL | PayPal Holdings Inc | 2024-03-31 | Reduce Reduce | -0.51% | 56.13 ($61.37) 66.99 | $76.66 | 24.91% | Reduce -95.67% | 8,971 | -198,150 | |
JEPI | JPMorgan Equity Premium Income ETF | 2024-03-31 | Reduce Reduce | -0.50% | 54.75 ($56.34) 57.86 | $57.23 | 1.58% | Reduce -27.14% | 580,914 | -216,387 | |
BMY | Bristol-Myers Squibb Co | 2024-03-31 | Reduce Reduce | -0.49% | 47.98 ($50.94) 54.4 | $48.98 | -3.85% | Reduce -63.35% | 131,329 | -226,978 | |
ADBE | Adobe Inc | 2024-03-31 | Reduce Reduce | -0.46% | 492.46 ($573.19) 634.76 | $372.46 | -35.02% | Reduce -29.11% | 45,489 | -18,677 |
CAMBRIDGE TRUST CO Total Holding History ($B)
CAMBRIDGE TRUST CO's Asset Allocation
CAMBRIDGE TRUST CO Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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CAMBRIDGE TRUST CO's Hypothetical Growth since 2024-03-31
CAMBRIDGE TRUST CO's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CAMBRIDGE TRUST CO's Holdings Heat Map
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CAMBRIDGE TRUST CO's Holdings Bubble Chart
CAMBRIDGE TRUST CO News
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