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
101
$1.07M 0.1%
19,715
-217
102
$1.02M 0.09%
26,000
103
$1M 0.09%
14,306
-508
104
$999K 0.09%
8,664
-1,580
105
$993K 0.09%
15,356
106
$988K 0.09%
63,436
-132
107
$963K 0.09%
9,613
-376
108
$932K 0.09%
13,895
-150
109
$896K 0.08%
6,569
+618
110
$830K 0.08%
10,290
+100
111
$828K 0.08%
18,124
112
$745K 0.07%
28,395
+2,001
113
$699K 0.06%
21,092
-1,280
114
$661K 0.06%
11,876
-452
115
$658K 0.06%
7,254
116
$654K 0.06%
15,901
-1,310
117
$628K 0.06%
23,230
+15,405
118
$611K 0.06%
20,058
-500
119
$594K 0.06%
5,743
-44
120
$552K 0.05%
6,335
-360
121
$549K 0.05%
9,491
+75
122
$538K 0.05%
7,552
+325
123
$536K 0.05%
5,981
-193
124
$527K 0.05%
6,928
-309
125
$527K 0.05%
5,554
-48
3 4
5
6 7