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
$1.22B
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$11.5M
3
+$9.48M
4
LOW icon
Lowe's Companies
LOW
+$4.94M
5
UNP icon
Union Pacific
UNP
+$4.69M

Top Sells

1
+$18.6M
2
+$6.72M
3
+$5.12M
4
DIS icon
Walt Disney
DIS
+$4.66M
5
ORLY icon
O'Reilly Automotive
ORLY
+$4.04M

Sector Composition

1 Financials 19.72%
2 Healthcare 16.1%
3 Technology 14.42%
4 Consumer Discretionary 9.68%
5 Industrials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.1M 0.82%
76,056
+2,782
52
$9.9M 0.81%
77,770
+5,376
53
$9.19M 0.75%
40,845
+1,965
54
$8.71M 0.71%
109,620
+2,944
55
$8.64M 0.71%
100,609
-1,954
56
$8.6M 0.7%
70,925
+2,107
57
$8M 0.66%
307,920
+636
58
$7.42M 0.61%
149,908
+4,771
59
$7.25M 0.59%
60,970
+329
60
$7.2M 0.59%
140,387
+3,630
61
$7.03M 0.58%
120,014
-1,113
62
$6.91M 0.57%
66,082
-747
63
$6.57M 0.54%
65,778
+4,159
64
$6.13M 0.5%
48,371
+984
65
$5.05M 0.41%
42,794
+30,383
66
$4.91M 0.4%
119,998
67
$4.84M 0.4%
29,766
+498
68
$4.48M 0.37%
104,198
+6,456
69
$4.39M 0.36%
127,418
-2,598
70
$4.29M 0.35%
21,037
+6,134
71
$4.24M 0.35%
71,537
-1,477
72
$4.08M 0.33%
67,982
-2,256
73
$3.76M 0.31%
73,602
+1,592
74
$3.66M 0.3%
14,391
-64
75
$3.63M 0.3%
31,768
-2,139
1 2
3
4 5