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
76
$2.71M 0.25%
50,953
-3,150
77
$2.7M 0.25%
46,227
+963
78
$2.65M 0.25%
59,036
-22,066
79
$2.49M 0.23%
58,700
+4,190
80
$2.46M 0.23%
34,831
+181
81
$2.46M 0.23%
49,993
-1,463
82
$2.3M 0.21%
36,866
-10,288
83
$2.14M 0.2%
19,726
+547
84
$2.12M 0.2%
38,790
+3,560
85
$2.01M 0.19%
22,643
+10,205
86
$1.9M 0.18%
+39,213
87
$1.85M 0.17%
37,020
-998
88
$1.84M 0.17%
29,849
+403
89
$1.8M 0.17%
38,642
-899
90
$1.72M 0.16%
20,826
-38
91
$1.65M 0.15%
19,574
-25
92
$1.5M 0.14%
20,808
-145
93
$1.44M 0.13%
20,165
-2,400
94
$1.39M 0.13%
19,389
+717
95
$1.3M 0.12%
10,982
-76
96
$1.3M 0.12%
59,419
+4,218
97
$1.23M 0.11%
29,233
-509
98
$1.13M 0.1%
30,092
99
$1.1M 0.1%
28,504
100
$1.08M 0.1%
18,803
-319
2 3
4
5 6