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
126
$594K 0.05%
15,799
127
$586K 0.05%
4,131
-400
128
$571K 0.05%
8,414
129
$567K 0.05%
12,382
-1,375
130
$564K 0.05%
6,622
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131
$550K 0.05%
6,260
-148
132
$549K 0.05%
9,107
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133
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1,730
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134
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19,238
-18
135
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4,761
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136
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27,510
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137
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19,429
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138
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8,735
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139
$505K 0.04%
10,406
-138,568
140
$504K 0.04%
28,504
141
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142
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143
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144
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145
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146
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147
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10,044
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148
$453K 0.04%
4,910
+152
149
$451K 0.04%
+6,315
150
$431K 0.04%
8,338
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4 5
6
7 8