CT
Cambridge Trust Portfolio holdings
AUM
$2.64B
1-Year Return
28.73%
This Quarter Return
+2.58%
1 Year Return
+28.73%
3 Year Return
+42.94%
5 Year Return
+123.28%
10 Year Return
+319.42%
AUM
$1.19B
AUM Growth
+$36.9M
(+3.2%)
Cap. Flow
+$24.6M
Cap. Flow
% of AUM
2.07%
Top 10 Holdings %
Top 10 Hldgs %
24.45%
Holding
247
New
25
Increased
97
Reduced
83
Closed
19
Top Buys
| 1 |
Visa
V
|
$7.77M |
| 2 |
Cardinal Health
CAH
|
$7.65M |
| 3 |
Salesforce
CRM
|
$7.22M |
| 4 |
Medtronic
MDT
|
$6.4M |
| 5 |
Bank OZK
OZK
|
$4.79M |
Top Sells
| 1 |
Verizon
VZ
|
$6.89M |
| 2 |
United Parcel Service
UPS
|
$5.67M |
| 3 |
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
|
$4.81M |
| 4 |
GE Aerospace
GE
|
$4.57M |
| 5 |
Johnson & Johnson
JNJ
|
$4.48M |
Sector Composition
| 1 | Financials | 16.57% |
| 2 | Technology | 15.03% |
| 3 | Healthcare | 13.46% |
| 4 | Industrials | 8.12% |
| 5 | Energy | 8.1% |
