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
551
$13K ﹤0.01%
122
552
$12.9K ﹤0.01%
850
553
$12.9K ﹤0.01%
+64
554
$12.9K ﹤0.01%
136
+106
555
$12.9K ﹤0.01%
145
556
$12.8K ﹤0.01%
1,300
557
$12.8K ﹤0.01%
50
558
$12.7K ﹤0.01%
136
559
$12.7K ﹤0.01%
690
+220
560
$12.6K ﹤0.01%
2,500
561
$12.4K ﹤0.01%
+352
562
$12.3K ﹤0.01%
150
563
$12.3K ﹤0.01%
5,700
564
$12.2K ﹤0.01%
34
565
$12K ﹤0.01%
229
566
$11.9K ﹤0.01%
350
567
$11.8K ﹤0.01%
359
568
$11.8K ﹤0.01%
400
569
$11.7K ﹤0.01%
1,539
570
$11.2K ﹤0.01%
420
571
$11.2K ﹤0.01%
362
-151
572
$11.2K ﹤0.01%
297
-59
573
$11.2K ﹤0.01%
308
574
$10.9K ﹤0.01%
100
575
$10.7K ﹤0.01%
+200
21 22
23
24 25