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
351
$93.2K ﹤0.01%
1,240
-329
352
$92.2K ﹤0.01%
3,026
+1,000
353
$92.1K ﹤0.01%
553
-103
354
$90.5K ﹤0.01%
897
-1,522
355
$90.5K ﹤0.01%
1,700
+110
356
$88.5K ﹤0.01%
1,025
+725
357
$88.3K ﹤0.01%
2,075
358
$86.6K ﹤0.01%
586
359
$86.5K ﹤0.01%
1,256
+50
360
$86.1K ﹤0.01%
335
361
$83.3K ﹤0.01%
1,975
362
$82.6K ﹤0.01%
8,400
363
$82.5K ﹤0.01%
1,950
364
$82.4K ﹤0.01%
842
365
$82.4K ﹤0.01%
7,591
+913
366
$82.2K ﹤0.01%
1,650
367
$81.6K ﹤0.01%
1,100
368
$81K ﹤0.01%
2,192
-525
369
$80.9K ﹤0.01%
6,510
370
$80.8K ﹤0.01%
21,100
+11,100
371
$80.3K ﹤0.01%
2,992
372
$80.1K ﹤0.01%
655
-75
373
$78.5K ﹤0.01%
208
374
$77.1K ﹤0.01%
1,668
+1,010
375
$77K ﹤0.01%
1,212
13 14
15
16 17