CT

Cambridge Trust Portfolio holdings

AUM $2.64B
1-Year Est. Return 28.73%
This Quarter Est. Return
1 Year Est. Return
+28.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$9.65M
2
+$8.54M
3
+$6.42M
4
CSCO icon
Cisco
CSCO
+$6.33M
5
FANG icon
Diamondback Energy
FANG
+$6.33M

Top Sells

1
+$17.3M
2
+$10.3M
3
+$6.06M
4
ORLY icon
O'Reilly Automotive
ORLY
+$5.48M
5
CTSH icon
Cognizant
CTSH
+$5.32M

Sector Composition

1 Financials 17.23%
2 Technology 14.48%
3 Healthcare 13.67%
4 Industrials 10.96%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$311K 0.02%
5,300
+500
227
$307K 0.02%
10,000
228
$304K 0.02%
+11,002
229
$302K 0.02%
2,307
230
$301K 0.02%
6,004
+415
231
$292K 0.02%
+2,253
232
$292K 0.02%
1,994
-15
233
$291K 0.02%
+2,182
234
$287K 0.02%
2,252
-845
235
$285K 0.02%
15,563
-1,300
236
$278K 0.02%
1,119
-332
237
$265K 0.02%
+2,725
238
$265K 0.02%
3,017
-325
239
$258K 0.02%
5,395
240
$255K 0.02%
4,861
241
$251K 0.02%
8,352
-86
242
$243K 0.02%
4,118
+44
243
$242K 0.02%
2,476
-25
244
$240K 0.02%
+3,598
245
$239K 0.02%
2,017
246
$238K 0.02%
1,680
247
$236K 0.02%
4,540
-630
248
$234K 0.02%
2,696
249
$227K 0.02%
16,495
250
$227K 0.02%
+2,075
8 9
10
11 12