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
$1.22B
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$11.5M
3
+$9.48M
4
LOW icon
Lowe's Companies
LOW
+$4.94M
5
UNP icon
Union Pacific
UNP
+$4.69M

Top Sells

1
+$18.6M
2
+$6.72M
3
+$5.12M
4
DIS icon
Walt Disney
DIS
+$4.66M
5
ORLY icon
O'Reilly Automotive
ORLY
+$4.04M

Sector Composition

1 Financials 19.72%
2 Healthcare 16.1%
3 Technology 14.42%
4 Consumer Discretionary 9.68%
5 Industrials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.7M 1.45%
352,873
-6,600
27
$17M 1.39%
283,320
+9,325
28
$16.6M 1.36%
988,184
+3,740
29
$15.8M 1.29%
223,198
+7,124
30
$15.8M 1.29%
154,185
+335
31
$15.8M 1.29%
203,328
+6,964
32
$15.6M 1.28%
79
-1
33
$15.6M 1.27%
123,476
+15,450
34
$15M 1.23%
191,566
+4,293
35
$14.9M 1.22%
195,893
+65,026
36
$14.8M 1.21%
416,702
+120,396
37
$14.1M 1.15%
726,865
-584
38
$14.1M 1.15%
172,639
-363
39
$13.9M 1.13%
229,997
+1,965
40
$13M 1.06%
279,754
+885
41
$13M 1.06%
103,643
+75,577
42
$12.4M 1.02%
82,494
+16,929
43
$12.3M 1%
196,391
+184,387
44
$11.6M 0.95%
34,060
+11,586
45
$11.5M 0.94%
374,770
+4,134
46
$11.3M 0.92%
146,071
-2,735
47
$11M 0.9%
123,145
+1,872
48
$10.9M 0.9%
129,148
+2,222
49
$10.7M 0.88%
85,731
+273
50
$10.3M 0.85%
223,268
-962
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2
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