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
$2.17B
AUM Growth
-$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$14.3M
3
+$12.2M
4
WMT icon
Walmart
WMT
+$12.2M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$9.67M

Top Sells

1
+$21.8M
2
+$10.6M
3
+$9.61M
4
ORLY icon
O'Reilly Automotive
ORLY
+$7.5M
5
VRSK icon
Verisk Analytics
VRSK
+$6.48M

Sector Composition

1 Technology 21.46%
2 Financials 13.51%
3 Healthcare 11.86%
4 Consumer Discretionary 7.8%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$319K 0.01%
1,357
-673
227
$317K 0.01%
1,388
-62
228
$314K 0.01%
757
229
$313K 0.01%
2,235
-2
230
$312K 0.01%
8,047
231
$311K 0.01%
2,584
-132
232
$290K 0.01%
3,432
-34
233
$288K 0.01%
2,786
234
$273K 0.01%
8,239
-4,000
235
$271K 0.01%
2,103
+140
236
$261K 0.01%
3,000
237
$259K 0.01%
4,558
238
$259K 0.01%
6,000
239
$256K 0.01%
4,383
+33
240
$254K 0.01%
2,007
-1,434
241
$252K 0.01%
1,230
242
$251K 0.01%
2,712
+522
243
$246K 0.01%
14,574
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244
$244K 0.01%
96
+3
245
$242K 0.01%
921
246
$239K 0.01%
3,045
+25
247
$229K 0.01%
1,850
248
$221K 0.01%
1,673
+21
249
$216K 0.01%
1,940
+471
250
$215K 0.01%
7,101
+970
8 9
10
11 12