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
626
$5.04K ﹤0.01%
+11
627
$4.99K ﹤0.01%
+21
628
$4.95K ﹤0.01%
120
629
$4.9K ﹤0.01%
150
-500
630
$4.88K ﹤0.01%
97
631
$4.76K ﹤0.01%
4,000
632
$4.65K ﹤0.01%
+243
633
$4.64K ﹤0.01%
30
634
$4.58K ﹤0.01%
303
-671
635
$4.54K ﹤0.01%
200
636
$4.52K ﹤0.01%
100
-300
637
$4.51K ﹤0.01%
+21
638
$4.5K ﹤0.01%
+35
639
$4.5K ﹤0.01%
209
640
$4.42K ﹤0.01%
+208
641
$4.31K ﹤0.01%
+208
642
$4.21K ﹤0.01%
+35
643
$4.18K ﹤0.01%
+93
644
$4.14K ﹤0.01%
+29
645
$4.13K ﹤0.01%
59
646
$3.96K ﹤0.01%
94
647
$3.93K ﹤0.01%
+104
648
$3.86K ﹤0.01%
407
649
$3.58K ﹤0.01%
293
650
$3.53K ﹤0.01%
+49
24 25
26
27 28