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
651
$3.37K ﹤0.01%
120
652
$3.34K ﹤0.01%
+39
653
$3.31K ﹤0.01%
68
654
$3.23K ﹤0.01%
113
-287
655
$3.09K ﹤0.01%
700
656
$3.02K ﹤0.01%
400
657
$2.96K ﹤0.01%
80
658
$2.84K ﹤0.01%
10,000
659
$2.73K ﹤0.01%
173
660
$2.72K ﹤0.01%
63
-20
661
$2.65K ﹤0.01%
50
662
$2.58K ﹤0.01%
160
663
$2.48K ﹤0.01%
90
664
$2.39K ﹤0.01%
100
665
$2.2K ﹤0.01%
+30
666
$2.16K ﹤0.01%
300
667
$2.02K ﹤0.01%
134
-449
668
$1.92K ﹤0.01%
59
669
$1.87K ﹤0.01%
+10
670
$1.82K ﹤0.01%
67
671
$1.81K ﹤0.01%
79
672
$1.8K ﹤0.01%
23
673
$1.8K ﹤0.01%
+10
674
$1.73K ﹤0.01%
98
675
$1.64K ﹤0.01%
+4
25 26
27
28 29