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
301
$145K 0.01%
406
302
$144K 0.01%
3,630
303
$142K 0.01%
2,030
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304
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323
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306
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307
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308
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310
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506
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312
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318
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321
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4,280
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322
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323
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235
324
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325
$113K 0.01%
1,030