Cambridge Trust Co

Investment Portfolio & 13F Holdings Analysis

About

CAMBRIDGE TRUST CO is an institutional investment manager that filed its latest Form 13F for 2024Q1, reporting 655 holdings worth $2.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2024-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-03-31
Filing Date: 2024-05-30
Total Holdings: 655
Total Value: 2412984646
Accession Number: 0001074272-24-000004
Form Type: 13F-HR
CIK: 0001074272
Manager Name: Cambridge Trust Co

Data Enrichment

85% identified

555 identified100 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

655 positions • $2,412,984.646K total value

655 positions

Manager:

SEC FilingSEC DataHachi Filing

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MICROSOFT CORP

MSFT|594918104

364141

Value:

$153.2B

Apple Inc.

AAPL|037833100

671450

Value:

$115.1B

Alphabet Inc.

GOOGL|02079K305

450221

Value:

$68.0B

464287440

IEF|464287440

688623

Value:

$65.2B

NVIDIA CORP

NVDA|67066G104

71339

Value:

$64.5B

AMAZON COM INC

AMZN|023135106

345774

Value:

$62.4B

JPMORGAN CHASE & CO

JPM|46625H100

292135

Value:

$58.5B

VISA INC.

V|92826C839

205031

Value:

$57.2B

Broadcom Inc.

AVGO|11135F101

39693

Value:

$52.6B

EXXON MOBIL CORP

XOM|30231G102

451794

Value:

$52.5B

464287200

IVV|464287200

94740

Value:

$49.8B

LINDE PLC

LIN|G54950103

94875

Value:

$44.1B

PROCTER & GAMBLE Co

PG|742718109

270402

Value:

$43.9B

Walmart Inc.

WMT|931142103

720156

Value:

$43.3B

UNITEDHEALTH GROUP INC

UNH|91324P102

86062

Value:

$42.6B

Merck & Co., Inc.

MRK|58933Y105

322536

Value:

$42.6B

Eaton Corp plc

ETN|G29183103

127970

Value:

$40.0B

464288885

EFG|464288885

382606

Value:

$39.7B

AMERICAN EXPRESS CO

AXP|025816109

167068

Value:

$38.0B

JOHNSON & JOHNSON

JNJ|478160104

222920

Value:

$35.3B

Instrument	Shares		Other Manager	Value
Microsoft Corp(MSFTcusip594918104)	364.1K	QoQ- YoY-	All Managers (Combined)	$153.2M	QoQ- YoY-
Apple Inc.(AAPLcusip037833100)	671.5K	QoQ- YoY-	All Managers (Combined)	$115.1M	QoQ- YoY-
Alphabet Inc.(GOOGLcusip02079K305)	450.2K	QoQ- YoY-	All Managers (Combined)	$68.0M	QoQ- YoY-
(IEFcusip464287440)	688.6K	QoQ- YoY-	All Managers (Combined)	$65.2M	QoQ- YoY-
Nvidia Corp(NVDAcusip67066G104)	71.3K	QoQ- YoY-	All Managers (Combined)	$64.5M	QoQ- YoY-
Amazon Com Inc(AMZNcusip023135106)	345.8K	QoQ- YoY-	All Managers (Combined)	$62.4M	QoQ- YoY-
Jpmorgan Chase & Co(JPMcusip46625H100)	292.1K	QoQ- YoY-	All Managers (Combined)	$58.5M	QoQ- YoY-
Visa Inc.(Vcusip92826C839)	205.0K	QoQ- YoY-	All Managers (Combined)	$57.2M	QoQ- YoY-
Broadcom Inc.(AVGOcusip11135F101)	39.7K	QoQ- YoY-	All Managers (Combined)	$52.6M	QoQ- YoY-
Exxon Mobil Corp(XOMcusip30231G102)	451.8K	QoQ- YoY-	All Managers (Combined)	$52.5M	QoQ- YoY-
(IVVcusip464287200)	94.7K	QoQ- YoY-	All Managers (Combined)	$49.8M	QoQ- YoY-
Linde Plc(LINcusipG54950103)	94.9K	QoQ- YoY-	All Managers (Combined)	$44.1M	QoQ- YoY-
Procter & Gamble Co(PGcusip742718109)	270.4K	QoQ- YoY-	All Managers (Combined)	$43.9M	QoQ- YoY-
Walmart Inc.(WMTcusip931142103)	720.2K	QoQ- YoY-	All Managers (Combined)	$43.3M	QoQ- YoY-
Unitedhealth Group Inc(UNHcusip91324P102)	86.1K	QoQ- YoY-	All Managers (Combined)	$42.6M	QoQ- YoY-
Merck & Co., Inc.(MRKcusip58933Y105)	322.5K	QoQ- YoY-	All Managers (Combined)	$42.6M	QoQ- YoY-
Eaton Corp Plc(ETNcusipG29183103)	128.0K	QoQ- YoY-	All Managers (Combined)	$40.0M	QoQ- YoY-
(EFGcusip464288885)	382.6K	QoQ- YoY-	All Managers (Combined)	$39.7M	QoQ- YoY-
American Express Co(AXPcusip025816109)	167.1K	QoQ- YoY-	All Managers (Combined)	$38.0M	QoQ- YoY-
Johnson & Johnson(JNJcusip478160104)	222.9K	QoQ- YoY-	All Managers (Combined)	$35.3M	QoQ- YoY-