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
51
$14.7M 0.68%
49,041
+47,575
52
$14.6M 0.67%
47,617
+395
53
$14.3M 0.66%
156,815
+4,621
54
$14.1M 0.65%
36,642
-171
55
$13.5M 0.62%
309,196
-1,835
56
$13.5M 0.62%
55,917
+23,757
57
$12.7M 0.59%
217,930
-2,871
58
$12.5M 0.58%
22,202
+319
59
$12.4M 0.57%
526,314
-1,815
60
$12.4M 0.57%
71,282
+69,880
61
$11.1M 0.51%
67,465
+16,268
62
$10.6M 0.49%
212,550
-13,355
63
$10.1M 0.46%
76,536
+2,406
64
$9.76M 0.45%
22,829
+601
65
$9.67M 0.45%
+167,956
66
$9.24M 0.43%
201,020
+82,816
67
$9.12M 0.42%
100,332
-9,914
68
$9.11M 0.42%
74,240
-78,300
69
$8.81M 0.41%
89,404
+1,214
70
$8.32M 0.38%
23,742
-771
71
$7.69M 0.35%
229,697
+10,406
72
$6.77M 0.31%
68,796
+66,925
73
$6.71M 0.31%
83,263
+917
74
$6.54M 0.3%
73,605
-10,247
75
$6.35M 0.29%
69,179
+7,933
1 2
3
4 5