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
376
$75.2K ﹤0.01%
232
-34
377
$75.2K ﹤0.01%
911
378
$74.9K ﹤0.01%
1,243
-500
379
$74.2K ﹤0.01%
490
380
$73.9K ﹤0.01%
150
+18
381
$73.7K ﹤0.01%
943
382
$72.2K ﹤0.01%
950
383
$72.1K ﹤0.01%
1,077
-375
384
$72K ﹤0.01%
717
385
$70.9K ﹤0.01%
5,220
386
$69K ﹤0.01%
1,015
+15
387
$68.1K ﹤0.01%
1,500
388
$65.8K ﹤0.01%
4,084
389
$65.6K ﹤0.01%
875
-60
390
$65.1K ﹤0.01%
1,000
391
$63.2K ﹤0.01%
2,000
-1,322
392
$62.7K ﹤0.01%
750
393
$61.8K ﹤0.01%
2,080
394
$61.4K ﹤0.01%
400
395
$61.3K ﹤0.01%
2,000
396
$61.2K ﹤0.01%
889
397
$60.6K ﹤0.01%
425
398
$59.1K ﹤0.01%
834
+20
399
$58.3K ﹤0.01%
350
400
$57.6K ﹤0.01%
229
+29
14 15
16
17 18