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
501
$20.6K ﹤0.01%
280
502
$20.5K ﹤0.01%
40
+3
503
$20.2K ﹤0.01%
1,500
504
$20K ﹤0.01%
155
505
$19.9K ﹤0.01%
365
506
$19K ﹤0.01%
664
507
$19K ﹤0.01%
375
508
$18.7K ﹤0.01%
64
509
$18.6K ﹤0.01%
312
510
$18.5K ﹤0.01%
300
-60
511
$18.4K ﹤0.01%
5,000
512
$18K ﹤0.01%
76,741
513
$17.9K ﹤0.01%
313
-168
514
$17.8K ﹤0.01%
1,000
515
$17.6K ﹤0.01%
165
516
$17.5K ﹤0.01%
74
517
$17.5K ﹤0.01%
96
518
$17.3K ﹤0.01%
500
519
$16.9K ﹤0.01%
498
520
$16.7K ﹤0.01%
965
-262
521
$16.7K ﹤0.01%
160
522
$16.6K ﹤0.01%
+213
523
$16.5K ﹤0.01%
600
-200
524
$16.1K ﹤0.01%
759
+259
525
$16K ﹤0.01%
165
19 20
21
22 23