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
526
$16K ﹤0.01%
150
527
$15.6K ﹤0.01%
143
+43
528
$15.4K ﹤0.01%
200
529
$15.4K ﹤0.01%
170
530
$15.3K ﹤0.01%
166
531
$15.3K ﹤0.01%
+78
532
$15.1K ﹤0.01%
828
-380
533
$14.8K ﹤0.01%
430
+192
534
$14.8K ﹤0.01%
92
535
$14.7K ﹤0.01%
250
536
$14.6K ﹤0.01%
141
537
$14.3K ﹤0.01%
687
538
$14.2K ﹤0.01%
300
539
$14.1K ﹤0.01%
+60
540
$14K ﹤0.01%
360
541
$13.9K ﹤0.01%
791
542
$13.9K ﹤0.01%
+203
543
$13.6K ﹤0.01%
650
544
$13.5K ﹤0.01%
200
545
$13.4K ﹤0.01%
+158
546
$13.4K ﹤0.01%
203
+145
547
$13.3K ﹤0.01%
248
548
$13.3K ﹤0.01%
198
-410
549
$13.1K ﹤0.01%
1,780
550
$13.1K ﹤0.01%
1,050
20 21
22
23 24