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
$1.51B
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$9.65M
2
+$8.54M
3
+$6.42M
4
CSCO icon
Cisco
CSCO
+$6.33M
5
FANG icon
Diamondback Energy
FANG
+$6.33M

Top Sells

1
+$17.3M
2
+$10.3M
3
+$6.06M
4
ORLY icon
O'Reilly Automotive
ORLY
+$5.48M
5
CTSH icon
Cognizant
CTSH
+$5.32M

Sector Composition

1 Financials 17.23%
2 Technology 14.48%
3 Healthcare 13.67%
4 Industrials 10.96%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.13M 0.07%
8,790
-57
127
$1.11M 0.07%
12,231
-1,406
128
$1.06M 0.07%
25,184
+6,250
129
$1.06M 0.07%
7,835
+35
130
$1.05M 0.07%
13,522
-1,816
131
$1.02M 0.07%
42,351
+3,225
132
$999K 0.07%
46,796
+11,398
133
$990K 0.07%
22,188
+865
134
$979K 0.06%
8,201
+2,125
135
$978K 0.06%
4,468
136
$958K 0.06%
26,948
+6,360
137
$958K 0.06%
11,746
+1,903
138
$941K 0.06%
6,123
-578
139
$934K 0.06%
22,758
+5,923
140
$911K 0.06%
6,692
-1,565
141
$904K 0.06%
12,450
+2,910
142
$874K 0.06%
11,940
-3,510
143
$835K 0.06%
14,198
-2,884
144
$817K 0.05%
7,235
+290
145
$791K 0.05%
17,702
146
$790K 0.05%
8,922
+2,532
147
$776K 0.05%
10,079
-192
148
$772K 0.05%
9,741
-1,655
149
$770K 0.05%
15,258
150
$769K 0.05%
8,199
+1,948
4 5
6
7 8