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
126
$523K 0.05%
22,378
-1,001
127
$521K 0.05%
4,281
-9,632
128
$519K 0.05%
4,660
+400
129
$496K 0.05%
22,130
-833
130
$481K 0.04%
12,565
-1,200
131
$477K 0.04%
5,259
-150
132
$466K 0.04%
7,210
+299
133
$462K 0.04%
18,395
-1,215
134
$454K 0.04%
4,679
-350
135
$451K 0.04%
8,690
136
$441K 0.04%
5,946
-168
137
$429K 0.04%
10,428
-300
138
$415K 0.04%
+8,184
139
$413K 0.04%
6,482
140
$408K 0.04%
15,250
141
$404K 0.04%
+14,895
142
$392K 0.04%
2,124
-100
143
$371K 0.03%
10,265
-300
144
$369K 0.03%
1,702
+184
145
$366K 0.03%
3,211
+1,140
146
$357K 0.03%
7,086
-427
147
$354K 0.03%
11,098
+1,080
148
$346K 0.03%
21,975
149
$343K 0.03%
9,100
-5,919
150
$340K 0.03%
21,300
4 5
6
7 8