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
151
$340K 0.03%
+12,755
152
$338K 0.03%
5,344
153
$328K 0.03%
3,397
+545
154
$320K 0.03%
4,500
155
$312K 0.03%
7,938
156
$306K 0.03%
12,900
157
$304K 0.03%
2,930
-300
158
$301K 0.03%
2,585
+410
159
$300K 0.03%
7,542
-144
160
$299K 0.03%
1,171
161
$298K 0.03%
5,716
-748
162
$294K 0.03%
6,960
-1,120
163
$293K 0.03%
5,116
-300
164
$279K 0.03%
7,984
-20
165
$276K 0.03%
+2,514
166
$268K 0.02%
5,217
-685
167
$265K 0.02%
10,242
168
$265K 0.02%
2,715
-45
169
$262K 0.02%
4,024
-238
170
$256K 0.02%
2,801
-490
171
$248K 0.02%
6,450
-200
172
$246K 0.02%
3,574
173
$243K 0.02%
4,667
174
$240K 0.02%
4,465
-468
175
$235K 0.02%
+2,418
4 5 6
7
8