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
101
$1.26M 0.1%
27,165
+265
102
$1.18M 0.1%
15,678
-1,305
103
$1.18M 0.1%
17,406
-108
104
$1.17M 0.1%
29,128
105
$1.14M 0.09%
24,341
-7,826
106
$1.13M 0.09%
18,176
107
$1.12M 0.09%
7,725
-97
108
$1.1M 0.09%
15,862
+2,517
109
$1M 0.08%
8,337
+93
110
$992K 0.08%
16,402
-1,217
111
$932K 0.08%
34,325
-1,183
112
$835K 0.07%
21,758
-795
113
$830K 0.07%
6,666
-100
114
$810K 0.07%
4,991
+255
115
$793K 0.07%
18,124
116
$778K 0.06%
24,154
-9,010
117
$770K 0.06%
12,318
+250
118
$756K 0.06%
37,020
-495
119
$755K 0.06%
53,535
-4,939
120
$722K 0.06%
13,740
-1,909
121
$719K 0.06%
15,031
+3,100
122
$709K 0.06%
19,402
-128
123
$675K 0.06%
9,944
124
$667K 0.05%
25,987
+1,110
125
$609K 0.05%
5,862
3 4
5
6 7