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
451
$37.4K ﹤0.01%
500
452
$37K ﹤0.01%
258
+8
453
$35.2K ﹤0.01%
805
+205
454
$34.4K ﹤0.01%
528
455
$33.9K ﹤0.01%
650
456
$33.6K ﹤0.01%
800
457
$33.5K ﹤0.01%
90
458
$33.1K ﹤0.01%
900
459
$32.3K ﹤0.01%
750
460
$31.6K ﹤0.01%
1,280
461
$31.3K ﹤0.01%
930
-2,179
462
$30.9K ﹤0.01%
5,000
463
$29.8K ﹤0.01%
100
464
$29.4K ﹤0.01%
91
+41
465
$28.9K ﹤0.01%
2,808
466
$28.8K ﹤0.01%
357
467
$27.5K ﹤0.01%
270
468
$27.3K ﹤0.01%
430
469
$27.2K ﹤0.01%
1,821
+1,798
470
$27.1K ﹤0.01%
325
-10
471
$27K ﹤0.01%
2,740
-23
472
$27K ﹤0.01%
250
473
$26.3K ﹤0.01%
72
-44
474
$25.9K ﹤0.01%
+379
475
$25.7K ﹤0.01%
450
17 18
19
20 21