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
676
$1.64K ﹤0.01%
102
677
$1.6K ﹤0.01%
+14
678
$1.56K ﹤0.01%
18
679
$1.54K ﹤0.01%
185
680
$1.49K ﹤0.01%
40
681
$1.49K ﹤0.01%
+19
682
$1.46K ﹤0.01%
25
683
$1.41K ﹤0.01%
156
684
$1.36K ﹤0.01%
+10
685
$1.21K ﹤0.01%
39
686
$1.11K ﹤0.01%
+1
687
$1.01K ﹤0.01%
10
688
$979 ﹤0.01%
320
689
$905 ﹤0.01%
+29
690
$900 ﹤0.01%
20
691
$875 ﹤0.01%
427
692
$808 ﹤0.01%
+16
693
$781 ﹤0.01%
+32
694
$717 ﹤0.01%
+34
695
$701 ﹤0.01%
+11
696
$697 ﹤0.01%
54
697
$665 ﹤0.01%
32
698
$615 ﹤0.01%
14
699
$539 ﹤0.01%
33
700
$362 ﹤0.01%
5
26 27
28
29 30