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
251
$213K 0.01%
2,860
252
$212K 0.01%
2,320
253
$210K 0.01%
922
-142
254
$209K 0.01%
1,515
255
$209K 0.01%
1,298
-275
256
$208K 0.01%
4,190
257
$207K 0.01%
1,780
258
$204K 0.01%
588
-1
259
$201K 0.01%
1,200
+100
260
$201K 0.01%
1,506
-30
261
$198K 0.01%
2,227
+1,351
262
$197K 0.01%
4,000
263
$189K 0.01%
1,708
-194
264
$188K 0.01%
4,625
+30
265
$188K 0.01%
2,126
-779
266
$187K 0.01%
4,950
267
$184K 0.01%
1,317
-50
268
$183K 0.01%
252
+2
269
$181K 0.01%
4,739
-560
270
$180K 0.01%
23,625
271
$177K 0.01%
3,500
272
$176K 0.01%
16,000
273
$174K 0.01%
1,115
274
$174K 0.01%
+1,570
275
$174K 0.01%
8,000
-2,000
9 10
11
12 13