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
76
$6.24M 0.29%
55,808
+33,745
77
$6.15M 0.28%
30,185
-1,835
78
$6.13M 0.28%
36,183
+3,007
79
$5.83M 0.27%
10,852
-71
80
$5.75M 0.27%
96,457
+25,592
81
$5.45M 0.25%
25,661
+944
82
$5.39M 0.25%
31,862
+701
83
$5.19M 0.24%
156,915
+55
84
$5.09M 0.23%
129,917
+2,721
85
$5.07M 0.23%
14,151
+773
86
$5.01M 0.23%
48,758
-1,755
87
$4.91M 0.23%
46,329
+253
88
$4.55M 0.21%
42,945
+63
89
$4.44M 0.2%
45,894
-3,420
90
$4.28M 0.2%
30,930
-32
91
$4.13M 0.19%
27,700
-2,508
92
$4.05M 0.19%
93,050
+4,140
93
$3.81M 0.18%
54,616
-312,451
94
$3.55M 0.16%
20,279
+18,406
95
$3.12M 0.14%
89,207
-202
96
$3.02M 0.14%
87,928
-1,492
97
$2.91M 0.13%
5,744
-27
98
$2.85M 0.13%
57,715
-17,446
99
$2.73M 0.13%
82,441
-518
100
$2.69M 0.12%
59,432
+2,097
2 3
4
5 6