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
576
$10.6K ﹤0.01%
233
577
$10.3K ﹤0.01%
177
-36
578
$10.3K ﹤0.01%
120
-97
579
$10.2K ﹤0.01%
5,000
580
$10.1K ﹤0.01%
121
+11
581
$9.73K ﹤0.01%
150
-39
582
$9.65K ﹤0.01%
186
583
$9.55K ﹤0.01%
+85
584
$9.49K ﹤0.01%
65
585
$9.48K ﹤0.01%
2,000
586
$9.28K ﹤0.01%
+169
587
$9.24K ﹤0.01%
120
588
$9.2K ﹤0.01%
+200
589
$9.16K ﹤0.01%
50
590
$9.15K ﹤0.01%
+415
591
$9.05K ﹤0.01%
300
592
$8.99K ﹤0.01%
+135
593
$8.78K ﹤0.01%
175
594
$8.78K ﹤0.01%
40
595
$8.74K ﹤0.01%
402
596
$8.57K ﹤0.01%
150
597
$8.53K ﹤0.01%
90
598
$8.32K ﹤0.01%
400
599
$8.31K ﹤0.01%
272
600
$8.2K ﹤0.01%
35
22 23
24
25 26