CT

Cambridge Trust Portfolio holdings

AUM $2.64B
1-Year Est. Return 28.73%
This Fund
S&P 500
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
+$6.96M
2
+$5.02M
3
+$2.84M
4
ORLY icon
O'Reilly Automotive
ORLY
+$2.78M
5
FCX icon
Freeport-McMoran
FCX
+$2.23M

Top Sells

1
+$9.97M
2
+$7.13M
3
+$7.01M
4
PSX icon
Phillips 66
PSX
+$5.85M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.5M

Sector Composition

1 Technology 15.15%
2 Financials 13.88%
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
76
$2.7M 0.25%
46,227
+963
77
$2.65M 0.25%
59,036
-22,066
78
$2.49M 0.23%
58,700
+4,190
79
$2.46M 0.23%
34,831
+181
80
$2.46M 0.23%
49,993
-1,463
81
$2.3M 0.21%
36,866
-10,288
82
$2.14M 0.2%
19,726
+547
83
$2.12M 0.2%
38,790
+3,560
84
$2.01M 0.19%
22,643
+10,205
85
$1.9M 0.18%
+39,213
86
$1.85M 0.17%
37,020
-998
87
$1.84M 0.17%
29,849
+403
88
$1.8M 0.17%
38,642
-899
89
$1.72M 0.16%
20,826
-38
90
$1.65M 0.15%
19,574
-25
91
$1.5M 0.14%
20,808
-145
92
$1.44M 0.13%
20,165
-2,400
93
$1.39M 0.13%
19,389
+717
94
$1.3M 0.12%
10,982
-76
95
$1.3M 0.12%
59,419
+4,218
96
$1.23M 0.11%
29,233
-509
97
$1.13M 0.1%
30,092
98
$1.1M 0.1%
28,504
99
$1.08M 0.1%
18,803
-319
100
$1.07M 0.1%
19,715
-217
2 3
4
5 6