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
$1.08B
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$6.87M
3
+$5.35M
4
CTXS
Citrix Systems Inc
CTXS
+$3M
5
ORLY icon
O'Reilly Automotive
ORLY
+$2.83M

Top Sells

1
+$9.87M
2
+$7.48M
3
+$6.77M
4
F icon
Ford
F
+$6.56M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.07M

Sector Composition

1 Technology 15.15%
2 Financials 14.52%
3 Healthcare 12.76%
4 Energy 10.46%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.48M 0.69%
91,869
-1,916
52
$6.87M 0.64%
+356,639
53
$6.75M 0.63%
148,692
+46,671
54
$6.44M 0.6%
248,139
+10,320
55
$6.41M 0.6%
55,052
+2,854
56
$6.35M 0.59%
76,301
+2,543
57
$6.3M 0.58%
75,934
+430
58
$6.18M 0.57%
120,148
59
$5.58M 0.52%
95,132
+4,977
60
$5.33M 0.5%
29,732
-1,868
61
$5.03M 0.47%
65,238
-87,768
62
$4.5M 0.42%
94,474
+5,477
63
$4.21M 0.39%
56,631
+3,923
64
$4.06M 0.38%
12,836
-4,464
65
$3.93M 0.37%
62,123
-155,963
66
$3.74M 0.35%
21
67
$3.47M 0.32%
83,951
-16,472
68
$3.36M 0.31%
13,775
+1,235
69
$3.32M 0.31%
44,201
+10,608
70
$2.97M 0.28%
56,254
-75
71
$2.88M 0.27%
83,660
+5,444
72
$2.88M 0.27%
71,398
+3,597
73
$2.86M 0.27%
69,182
+2,135
74
$2.85M 0.26%
41,794
+2,722
75
$2.8M 0.26%
105,561
-10,836
1 2
3
4 5