CAMBRIDGE TRUST CO

PrivateCIK: 1074272

Location

CAMBRIDGE, MA

655

Positions

$2.64B

Total AUM (reported)

18.44M

Total Shares

Allocation by class

COM$1.78B67.2%

CL A$122.94M4.6%

SHS$99.43M3.8%

CAP STK CL A$72.51M2.7%

7-10 YR TRSY BD$65.30M2.5%

COM CL A$59.83M2.3%

CORE S&P500 ETF$49.87M1.9%

Portfolio Concentration

Top 3$366.18M13.8%

4–10$437.19M16.5%

11–25$621.73M23.5%

Rest$1.22B46.1%

Top 3 weight

13.8%

Top 10 weight

30.4%

Voting Authority Distribution

Total shares with voting rights: 18.44M

Sole

Full voting authority

15.77M

% of voting shares85.5%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.67M

% of voting shares14.5%

Investment Discretion (by position count)

Sole276

Shared0

Other379

Dominant voting typeSole · 85.5% of voting shares

Institutional Holdings655

Rows:

MICROSOFT CORP

DFND

COM

Shares395.40K

TypeSH

Market value$166.35M

6.29%

Sole

327.92K

Shared

0.00

None

67.49K

Apple Inc

DFND

COM

Shares742.46K

TypeSH

Market value$127.32M

4.81%

Sole

605.49K

Shared

0.00

None

136.96K

ALPHABET INC

DFND

CAP STK CL A

Shares480.41K

TypeSH

Market value$72.51M

2.74%

Sole

378.19K

Shared

0.00

None

102.22K

NVIDIA Corp

DFND

COM

Shares78.91K

TypeSH

Market value$71.30M

2.70%

Sole

61.15K

Shared

0.00

None

17.76K

Amazon.com Inc

DFND

COM

Shares377.35K

TypeSH

Market value$68.07M

2.57%

Sole

298.98K

Shared

0.00

None

78.37K

iShares ETFs/USA

DFND

7-10 YR TRSY BD

Shares689.88K

TypeSH

Market value$65.30M

2.47%

Sole

666.90K

Shared

0.00

None

22.98K

JPMorgan Chase & Co

DFND

COM

Shares311.57K

TypeSH

Market value$62.41M

2.36%

Sole

292.94K

Shared

0.00

None

18.63K

VISA INC

DFND

COM CL A

Shares212.50K

TypeSH

Market value$59.31M

2.24%

Sole

188.08K

Shared

0.00

None

24.43K

Exxon Mobil Corp

DFND

COM

Shares490.11K

TypeSH

Market value$56.97M

2.15%

Sole

474.64K

Shared

0.00

None

15.47K

Broadcom Inc

DFND

COM

Shares40.62K

TypeSH

Market value$53.84M

2.04%

Sole

35.22K

Shared

0.00

None

5.40K

BERKSHIRE HATHAWAY

DFND

CL A

Shares81.00

TypeSH

Market value$51.39M

1.94%

Sole

66.00

Shared

0.00

None

15.00

ISHARES

DFND

CORE S&P500 ETF

Shares94.85K

TypeSH

Market value$49.87M

1.89%

Sole

94.78K

Shared

0.00

None

75.00

Procter & Gamble Co/The

DFND

COM

Shares289.10K

TypeSH

Market value$46.91M

1.77%

Sole

241.21K

Shared

0.00

None

47.89K

Linde PLC

DFND

SHS

Shares99.58K

TypeSH

Market value$46.24M

1.75%

Sole

89.31K

Shared

0.00

None

10.28K

Walmart Inc

DFND

COM

Shares748.90K

TypeSH

Market value$45.06M

1.70%

Sole

739.86K

Shared

0.00

None

9.04K

Merck & Co Inc

DFND

COM

Shares338.06K

TypeSH

Market value$44.61M

1.69%

Sole

275.65K

Shared

0.00

None

62.41K

UnitedHealth Group Inc

DFND

COM

Shares88.21K

TypeSH

Market value$43.64M

1.65%

Sole

78.92K

Shared

0.00

None

9.29K

Eaton Corp PLC

DFND

SHS

Shares133.87K

TypeSH

Market value$41.86M

1.58%

Sole

118.87K

Shared

0.00

None

14.99K

AMER EXPRESS CO

DFND

COM

Shares174.86K

TypeSH

Market value$39.81M

1.51%

Sole

155.99K

Shared

0.00

None

18.87K

iShares ETFs/USA

SOLE

EAFE GRWTH ETF

Shares382.61K

TypeSH

Market value$39.71M

1.50%

Sole

381.28K

Shared

0.00

None

1.33K

Johnson & Johnson

DFND

COM

Shares246.32K

TypeSH

Market value$38.97M

1.47%

Sole

226.56K

Shared

0.00

None

19.76K

NEXTERA ENERGY

DFND

COM

Shares544.53K

TypeSH

Market value$34.80M

1.32%

Sole

470.07K

Shared

0.00

None

74.46K

JP Morgan ETFs/USA

DFND

EQUITY PREMIUM

Shares580.91K

TypeSH

Market value$33.61M

1.27%

Sole

517.48K

Shared

0.00

None

63.44K

iShares ETFs/USA

DFND

MSCI EMRG CHN

Shares575.11K

TypeSH

Market value$33.11M

1.25%

Sole

571.71K

Shared

0.00

None

3.40K

Honeywell International Inc

DFND

COM

Shares156.68K

TypeSH

Market value$32.16M

1.22%

Sole

154.88K

Shared

0.00

None

1.80K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
MICROSOFT CORPDFND	COM	395.40K	SH	$166.35M 6.29%	327.92K	67.49K
Apple IncDFND	COM	742.46K	SH	$127.32M 4.81%	605.49K	136.96K
ALPHABET INCDFND	CAP STK CL A	480.41K	SH	$72.51M 2.74%	378.19K	102.22K
NVIDIA CorpDFND	COM	78.91K	SH	$71.30M 2.70%	61.15K	17.76K
Amazon.com IncDFND	COM	377.35K	SH	$68.07M 2.57%	298.98K	78.37K
iShares ETFs/USADFND	7-10 YR TRSY BD	689.88K	SH	$65.30M 2.47%	666.90K	22.98K
JPMorgan Chase & CoDFND	COM	311.57K	SH	$62.41M 2.36%	292.94K	18.63K
VISA INCDFND	COM CL A	212.50K	SH	$59.31M 2.24%	188.08K	24.43K
Exxon Mobil CorpDFND	COM	490.11K	SH	$56.97M 2.15%	474.64K	15.47K
Broadcom IncDFND	COM	40.62K	SH	$53.84M 2.04%	35.22K	5.40K
BERKSHIRE HATHAWAYDFND	CL A	81.00	SH	$51.39M 1.94%	66.00	15.00
ISHARESDFND	CORE S&P500 ETF	94.85K	SH	$49.87M 1.89%	94.78K	75.00
Procter & Gamble Co/TheDFND	COM	289.10K	SH	$46.91M 1.77%	241.21K	47.89K
Linde PLCDFND	SHS	99.58K	SH	$46.24M 1.75%	89.31K	10.28K
Walmart IncDFND	COM	748.90K	SH	$45.06M 1.70%	739.86K	9.04K
Merck & Co IncDFND	COM	338.06K	SH	$44.61M 1.69%	275.65K	62.41K
UnitedHealth Group IncDFND	COM	88.21K	SH	$43.64M 1.65%	78.92K	9.29K
Eaton Corp PLCDFND	SHS	133.87K	SH	$41.86M 1.58%	118.87K	14.99K
AMER EXPRESS CODFND	COM	174.86K	SH	$39.81M 1.51%	155.99K	18.87K
iShares ETFs/USASOLE	EAFE GRWTH ETF	382.61K	SH	$39.71M 1.50%	381.28K	1.33K
Johnson & JohnsonDFND	COM	246.32K	SH	$38.97M 1.47%	226.56K	19.76K
NEXTERA ENERGYDFND	COM	544.53K	SH	$34.80M 1.32%	470.07K	74.46K
JP Morgan ETFs/USADFND	EQUITY PREMIUM	580.91K	SH	$33.61M 1.27%	517.48K	63.44K
iShares ETFs/USADFND	MSCI EMRG CHN	575.11K	SH	$33.11M 1.25%	571.71K	3.40K
Honeywell International IncDFND	COM	156.68K	SH	$32.16M 1.22%	154.88K	1.80K

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