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
476
$25.7K ﹤0.01%
250
477
$25.2K ﹤0.01%
480
478
$24.9K ﹤0.01%
679
479
$24.6K ﹤0.01%
345
480
$24.4K ﹤0.01%
395
481
$24.2K ﹤0.01%
425
482
$23.8K ﹤0.01%
1,009
483
$23.7K ﹤0.01%
1,629
484
$23.6K ﹤0.01%
600
485
$23.4K ﹤0.01%
175
486
$23.2K ﹤0.01%
675
487
$23K ﹤0.01%
2,378
488
$22.8K ﹤0.01%
461
489
$22.7K ﹤0.01%
334
490
$22.7K ﹤0.01%
700
491
$22.4K ﹤0.01%
545
-413
492
$22.4K ﹤0.01%
2,350
493
$22.3K ﹤0.01%
625
494
$22.2K ﹤0.01%
4,186
495
$22K ﹤0.01%
500
496
$21.8K ﹤0.01%
154
497
$21.7K ﹤0.01%
199
-25
498
$21.7K ﹤0.01%
490
499
$21.5K ﹤0.01%
12,260
500
$20.7K ﹤0.01%
1,195
-163
18 19
20
21 22