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
76
$3.21M 0.26%
24,391
-1,863
77
$3.2M 0.26%
46,539
-392
78
$2.95M 0.24%
113,610
-756
79
$2.95M 0.24%
28,307
-250
80
$2.91M 0.24%
32,296
-1,284
81
$2.8M 0.23%
72,019
-1,756
82
$2.8M 0.23%
42,378
-758
83
$2.55M 0.21%
55,433
-45,586
84
$2.55M 0.21%
+42,285
85
$2.41M 0.2%
33,140
-300
86
$2.38M 0.2%
43,497
+5,388
87
$2.35M 0.19%
72,562
+39,428
88
$2.09M 0.17%
36,222
+270
89
$2.07M 0.17%
10,477
-8
90
$1.94M 0.16%
29,165
-1,770
91
$1.85M 0.15%
74,288
-18,727
92
$1.78M 0.15%
32,430
-2,250
93
$1.68M 0.14%
18,139
94
$1.62M 0.13%
14,376
-1,169
95
$1.53M 0.13%
26,093
-4,655
96
$1.53M 0.13%
22,946
-1,455
97
$1.42M 0.12%
10,783
+470
98
$1.38M 0.11%
6,731
-500
99
$1.36M 0.11%
48,730
-11,720
100
$1.28M 0.11%
15,715
-267
2 3
4
5 6