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
$1.51B
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$9.65M
2
+$8.54M
3
+$6.42M
4
CSCO icon
Cisco
CSCO
+$6.33M
5
FANG icon
Diamondback Energy
FANG
+$6.33M

Top Sells

1
+$17.3M
2
+$10.3M
3
+$6.06M
4
ORLY icon
O'Reilly Automotive
ORLY
+$5.48M
5
CTSH icon
Cognizant
CTSH
+$5.32M

Sector Composition

1 Financials 17.23%
2 Technology 14.48%
3 Healthcare 13.67%
4 Industrials 10.96%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.65M 0.64%
176,903
+8,414
52
$9.44M 0.63%
102,133
-1,578
53
$9.4M 0.62%
157,888
-89,433
54
$9.28M 0.62%
74,011
+51,250
55
$8.54M 0.57%
+198,424
56
$8.49M 0.56%
64,466
-15,147
57
$8.41M 0.56%
42,308
-135
58
$8.09M 0.54%
134,998
59
$8M 0.53%
71,510
-2,934
60
$7.96M 0.53%
177,031
+13,837
61
$7.89M 0.52%
151,793
-82,013
62
$7.73M 0.51%
153,882
+59,921
63
$7.16M 0.47%
63,860
+8,353
64
$7M 0.46%
48,904
+2,795
65
$6.82M 0.45%
56,852
-8,305
66
$6.55M 0.43%
203,619
+12,045
67
$6.51M 0.43%
104,766
+64,538
68
$6.48M 0.43%
106,816
-1,318
69
$6.33M 0.42%
+60,981
70
$6.14M 0.41%
189,142
-6,386
71
$5.92M 0.39%
48,764
+20,715
72
$5.59M 0.37%
49,289
-5,742
73
$5.45M 0.36%
40,393
+481
74
$5.36M 0.36%
22,721
-926
75
$5.22M 0.35%
218,504
1 2
3
4 5