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
401
$57.2K ﹤0.01%
1,168
402
$56K ﹤0.01%
279
-25
403
$55.2K ﹤0.01%
534
404
$55K ﹤0.01%
291
-478
405
$54.6K ﹤0.01%
473
+244
406
$53.9K ﹤0.01%
545
407
$53.7K ﹤0.01%
567
+117
408
$53.5K ﹤0.01%
350
409
$52.5K ﹤0.01%
824
410
$51.3K ﹤0.01%
678
411
$50.8K ﹤0.01%
593
412
$50.1K ﹤0.01%
98
413
$49.4K ﹤0.01%
1,000
414
$49K ﹤0.01%
2,648
415
$48.9K ﹤0.01%
281
-55
416
$48.5K ﹤0.01%
6,402
417
$48.4K ﹤0.01%
242
418
$48.2K ﹤0.01%
3,500
419
$47.5K ﹤0.01%
109
-75
420
$46.9K ﹤0.01%
500
421
$46.9K ﹤0.01%
1,100
-426
422
$46.7K ﹤0.01%
300
423
$46.2K ﹤0.01%
1,538
424
$45.5K ﹤0.01%
3,000
425
$45.4K ﹤0.01%
402
15 16
17
18 19