Cambridge Trust Co Top Holdings and 13F Report (2024) About Cambridge Trust CoInvestment ActivityCambridge Trust Co has $2.64 billion in total holdings as of March 31, 2024.Cambridge Trust Co owns shares of 655 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 10.41% of the portfolio was purchased this quarter.About 6.48% of the portfolio was sold this quarter.This quarter, Cambridge Trust Co has purchased 687 new stocks and bought additional shares in 104 stocks.Cambridge Trust Co sold shares of 240 stocks and completely divested from 72 stocks this quarter.Largest Holdings Microsoft $166,353,941Apple $127,316,366Alphabet $72,507,678NVIDIA $71,296,310Amazon.com $68,067,114 Largest New Holdings this Quarter Best Buy $7,708,605 HoldingKLA $5,283,285 HoldingEastern Bankshares $329,687 HoldingiShares J.P. Morgan USD Emerging Markets Bond ETF $151,094 HoldingElastic $130,312 Holding Largest Purchases this Quarter NVIDIA 45,406 shares (about $41.03M)iShares MSCI EAFE Growth ETF 381,948 shares (about $39.64M)Walmart 553,839 shares (about $33.32M)iShares MSCI Emerging Markets ex China ETF 573,462 shares (about $33.01M)Vanguard International Dividend Appreciation ETF 213,284 shares (about $17.39M) Largest Sales this Quarter PayPal 198,150 shares (about $13.27M)JPMorgan Equity Premium Income ETF 216,387 shares (about $12.52M)Bristol-Myers Squibb 226,978 shares (about $12.31M)Becton, Dickinson and Company 44,694 shares (about $11.06M)Adobe 18,677 shares (about $9.42M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCambridge Trust Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$166,353,941$2,768,337 ▼-1.6%395,4036.3%Computer and TechnologyAAPLApple$127,316,366$4,167,650 ▼-3.2%742,4564.8%Computer and TechnologyGOOGLAlphabet$72,507,678$205,869 ▼-0.3%480,4062.7%Computer and TechnologyNVDANVIDIA$71,296,310$41,027,048 ▲135.5%78,9062.7%Computer and TechnologyAMZNAmazon.com$68,067,114$1,265,005 ▲1.9%377,3542.6%Retail/WholesaleIEFiShares 7-10 Year Treasury Bond ETF$65,303,797$5,035,063 ▲8.4%689,8772.5%ETFJPMJPMorgan Chase & Co.$62,407,500$201,902 ▲0.3%311,5702.4%FinanceVVisa$59,305,499$253,962 ▲0.4%212,5042.2%Business ServicesXOMExxon Mobil$56,970,630$368,132 ▲0.7%490,1122.2%Oils/EnergyAVGOBroadcom$53,839,479$2,437,429 ▼-4.3%40,6212.0%Computer and TechnologyBRK.ABerkshire Hathaway$51,389,640$1,268,880 ▼-2.4%811.9%FinanceIVViShares Core S&P 500 ETF$49,865,654$258,660 ▼-0.5%94,8501.9%ETFPGProcter & Gamble$46,906,279$385,181 ▼-0.8%289,0991.8%Consumer StaplesLinde PLC$46,238,843$272,556 ▼-0.6%99,5841.7%SHSWMTWalmart$45,061,253$33,324,493 ▲283.9%748,8991.7%Retail/WholesaleMRKMerck & Co., Inc.$44,607,017$13,504,027 ▲43.4%338,0601.7%MedicalUNHUnitedHealth Group$43,637,263$1,833,843 ▲4.4%88,2101.7%MedicalETNEaton$41,857,847$4,167,399 ▼-9.1%133,8681.6%Industrial ProductsAXPAmerican Express$39,814,202$1,461,774 ▲3.8%174,8611.5%FinanceEFGiShares MSCI EAFE Growth ETF$39,710,677$39,642,383 ▲58,046.8%382,6061.5%ETFJNJJohnson & Johnson$38,965,203$251,206 ▲0.6%246,3191.5%MedicalNEENextEra Energy$34,800,962$680,705 ▲2.0%544,5311.3%UtilitiesJEPIJPMorgan Equity Premium Income ETF$33,611,675$12,520,148 ▼-27.1%580,9141.3%ETFEMXCiShares MSCI Emerging Markets ex China ETF$33,109,198$33,014,207 ▲34,755.3%575,1121.3%ManufacturingHONHoneywell International$32,157,955$121,303 ▼-0.4%156,6771.2%Multi-Sector ConglomeratesCBTCabot$31,916,229$5,854,700 ▼-15.5%346,1631.2%Basic MaterialsMETAMeta Platforms$31,115,481$6,120,250 ▲24.5%64,0791.2%Computer and TechnologyHDHome Depot$30,749,154$86,694 ▲0.3%80,1591.2%Retail/WholesaleWMWaste Management$30,373,235$1,350,092 ▼-4.3%142,4971.1%Business ServicesPANWPalo Alto Networks$27,593,285$455,176 ▲1.7%97,1151.0%Computer and TechnologyPLDPrologis$27,435,401$50,656 ▼-0.2%210,6851.0%FinanceMCDMcDonald's$27,009,683$351,592 ▼-1.3%95,7961.0%Retail/WholesaleGVIiShares Intermediate Government/Credit Bond ETF$26,831,640$3,246,570 ▼-10.8%258,0461.0%ETFBACBank of America$25,934,057$990,167 ▼-3.7%683,9151.0%FinanceLLYEli Lilly and Company$25,237,022$16,733,919 ▲196.8%32,4401.0%MedicalCRMSalesforce$24,317,274$1,508,309 ▼-5.8%80,7400.9%Computer and TechnologyADBEAdobe$22,953,749$9,424,414 ▼-29.1%45,4890.9%Computer and TechnologyNOWServiceNow$22,676,063$4,001,838 ▼-15.0%29,7430.9%Computer and TechnologyECLEcolab$22,639,976$356,741 ▲1.6%98,0510.9%Basic MaterialsLOWLowe's Companies$22,584,871$633,259 ▼-2.7%88,6620.9%Retail/WholesaleDHRDanaher$21,850,384$3,261,825 ▲17.5%87,5000.8%MedicalNVSNovartis$20,657,078$8,366,758 ▼-28.8%213,5540.8%MedicalORLYO'Reilly Automotive$20,118,899$544,120 ▼-2.6%17,8220.8%Retail/WholesalePGRProgressive$19,034,595$3,273,326 ▼-14.7%92,0350.7%FinanceZTSZoetis$17,950,012$4,573,250 ▲34.2%106,0810.7%MedicalXYLXylem$17,923,388$875,472 ▼-4.7%138,6830.7%Business ServicesVRSKVerisk Analytics$17,768,621$142,381 ▼-0.8%75,3770.7%Business ServicesCVXChevron$17,697,797$632,695 ▼-3.5%112,1960.7%Oils/EnergyAMTAmerican Tower$17,690,628$517,093 ▲3.0%89,5320.7%FinanceMDLZMondelez International$17,417,750$63,700 ▲0.4%248,8250.7%Consumer StaplesVIGIVanguard International Dividend Appreciation ETF$17,417,173$17,389,045 ▲61,821.4%213,6290.7%ETFCATCCambridge Bancorp$17,030,935$394,169 ▼-2.3%249,8670.6%FinanceADPAutomatic Data Processing$16,892,913$2,681,458 ▲18.9%67,6420.6%Business ServicesANETArista Networks$16,145,217$798,895 ▲5.2%55,6770.6%Computer and TechnologyAAgilent Technologies$16,050,525$689,137 ▲4.5%110,3050.6%MedicalLULULululemon Athletica$15,267,774$180,480 ▲1.2%39,0830.6%Consumer DiscretionaryACNAccenture$14,718,264$1,779,169 ▼-10.8%42,4630.6%Computer and TechnologyPNCThe PNC Financial Services Group$13,869,067$142,047 ▲1.0%85,8230.5%FinanceDCIDonaldson$13,776,512$6,535,020 ▲90.2%184,4740.5%Industrial ProductsVEAVanguard FTSE Developed Markets ETF$13,521,446$1,329,453 ▼-9.0%269,5130.5%ETFSCHDSchwab US Dividend Equity ETF$13,396,033$353,885 ▼-2.6%166,1420.5%ETFCOSTCostco Wholesale$13,366,835$2,800,845 ▼-17.3%18,2450.5%Retail/WholesaleBLKBlackRock$13,352,632$1,507,340 ▼-10.1%16,0160.5%FinanceNVONovo Nordisk A/S$12,950,0390.0%100,8570.5%MedicalSPYSPDR S&P 500 ETF Trust$11,544,155$2,368,984 ▼-17.0%22,0700.4%FinanceGOOGAlphabet$11,093,664$525,145 ▼-4.5%72,8600.4%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$10,804,880$1,038,178 ▲10.6%186,0660.4%ETFIJHiShares Core S&P Mid-Cap ETF$10,788,710$8,349,450 ▲342.3%177,6210.4%ETFICEIntercontinental Exchange$10,447,154$8,366,739 ▼-44.5%76,0180.4%FinancePXDPioneer Natural Resources$10,287,375$653,100 ▼-6.0%39,1900.4%Oils/EnergyBRK.BBerkshire Hathaway$10,092,059$42,893 ▼-0.4%23,9990.4%FinanceADIAnalog Devices$10,041,954$2,322,638 ▲30.1%50,7710.4%Computer and TechnologyKOCoca-Cola$10,028,870$7,939,818 ▼-44.2%163,9240.4%Consumer StaplesGTLSChart Industries$9,687,018$551,318 ▲6.0%58,8090.4%Industrial ProductsTJXTJX Companies$9,619,903$2,272,318 ▲30.9%94,8520.4%Retail/WholesaleAPTVAptiv$8,953,775$59,897 ▲0.7%112,4140.3%Business ServicesEWCiShares MSCI Canada ETF$8,420,375$398,227 ▼-4.5%219,9680.3%ETFTLHiShares 10-20 Year Treasury Bond ETF$8,396,477$48,629 ▼-0.6%79,9440.3%ETFBBYBest Buy$7,708,605$7,708,605 ▲New Holding93,9730.3%Retail/WholesaleAMDAdvanced Micro Devices$7,463,081$1,059,296 ▼-12.4%41,3490.3%Computer and TechnologyBMYBristol-Myers Squibb$7,121,972$12,309,018 ▼-63.3%131,3290.3%MedicalUSBU.S. Bancorp$6,971,054$11,220 ▼-0.2%155,9520.3%FinanceVTIVanguard Total Stock Market ETF$6,624,072$214,937 ▼-3.1%25,4870.3%ETFWECWEC Energy Group$6,613,616$88,525 ▼-1.3%80,5360.3%UtilitiesUNPUnion Pacific$6,370,570$894,939 ▼-12.3%25,9040.2%TransportationAMATApplied Materials$6,365,702$10,312 ▼-0.2%30,8670.2%Computer and TechnologyQQQInvesco QQQ$6,183,283$37,297 ▼-0.6%13,9260.2%FinanceBDXBecton, Dickinson and Company$5,923,210$11,059,529 ▼-65.1%23,9370.2%MedicalPEPPepsiCo$5,463,987$553,732 ▼-9.2%31,2210.2%Consumer StaplesESGEiShares ESG Aware MSCI EM ETF$5,439,038$5,202,760 ▲2,202.0%168,7570.2%ManufacturingATOAtmos Energy$5,365,079$66,329 ▼-1.2%45,1340.2%UtilitiesBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$5,352,140$1,183,306 ▼-18.1%58,3020.2%ETFKLACKLA$5,283,285$5,283,285 ▲New Holding7,5630.2%Computer and TechnologyABTAbbott Laboratories$5,017,294$178,901 ▼-3.4%44,1430.2%MedicalORCLOracle$4,979,055$326,837 ▼-6.2%39,6390.2%Computer and TechnologyABBVAbbVie$4,598,572$467,269 ▼-9.2%25,2530.2%MedicalVOOVanguard S&P 500 ETF$4,541,654$1,336,346 ▲41.7%9,4480.2%ETFVWOVanguard FTSE Emerging Markets ETF$4,487,083$1,131,253 ▼-20.1%107,4240.2%ETFCATCaterpillar$3,592,113$870,271 ▲32.0%9,8030.1%Industrial ProductsDLRDigital Realty Trust$3,320,410$110,767 ▲3.5%23,0520.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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