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
426
$45K ﹤0.01%
131
427
$45K ﹤0.01%
130
428
$44.4K ﹤0.01%
350
+150
429
$43.7K ﹤0.01%
735
430
$42.7K ﹤0.01%
3,897
431
$42.2K ﹤0.01%
490
432
$41.9K ﹤0.01%
400
-748
433
$41.9K ﹤0.01%
490
-533
434
$41.8K ﹤0.01%
721
435
$41.5K ﹤0.01%
1,375
436
$41.1K ﹤0.01%
5,000
437
$41K ﹤0.01%
1,236
+125
438
$40.4K ﹤0.01%
566
439
$40.1K ﹤0.01%
630
440
$40.1K ﹤0.01%
496
-462
441
$39.9K ﹤0.01%
325
442
$39.9K ﹤0.01%
1,125
443
$39K ﹤0.01%
562
444
$38.9K ﹤0.01%
+2,500
445
$38.3K ﹤0.01%
8,680
446
$38.1K ﹤0.01%
821
447
$38K ﹤0.01%
600
448
$37.9K ﹤0.01%
1,000
449
$37.9K ﹤0.01%
240
450
$37.8K ﹤0.01%
1,700
-300
16 17
18
19 20