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
601
$8.09K ﹤0.01%
200
602
$7.61K ﹤0.01%
+11
603
$7.52K ﹤0.01%
176
604
$7.41K ﹤0.01%
+369
605
$7.24K ﹤0.01%
6
606
$6.97K ﹤0.01%
275
-500
607
$6.91K ﹤0.01%
378
608
$6.86K ﹤0.01%
208
+27
609
$6.8K ﹤0.01%
193
610
$6.61K ﹤0.01%
187
611
$6.47K ﹤0.01%
125
612
$6.35K ﹤0.01%
590
613
$6.27K ﹤0.01%
30
-70
614
$6.11K ﹤0.01%
20
-10
615
$6.09K ﹤0.01%
225
+25
616
$6.09K ﹤0.01%
370
617
$5.98K ﹤0.01%
85
618
$5.76K ﹤0.01%
+21
619
$5.73K ﹤0.01%
+54
620
$5.68K ﹤0.01%
13
621
$5.63K ﹤0.01%
+42
622
$5.58K ﹤0.01%
25
623
$5.3K ﹤0.01%
2,500
624
$5.24K ﹤0.01%
316
625
$5.14K ﹤0.01%
105
-18
23 24
25
26 27