CT

Cambridge Trust Portfolio holdings

AUM $2.64B
1-Year Est. Return 28.73%
This Fund
S&P 500
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
+$6.96M
2
+$5.02M
3
+$2.84M
4
ORLY icon
O'Reilly Automotive
ORLY
+$2.78M
5
FCX icon
Freeport-McMoran
FCX
+$2.23M

Top Sells

1
+$9.97M
2
+$7.13M
3
+$7.01M
4
PSX icon
Phillips 66
PSX
+$5.85M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.5M

Sector Composition

1 Technology 15.15%
2 Financials 13.88%
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
$338K 0.03%
5,344
152
$328K 0.03%
3,397
+545
153
$320K 0.03%
4,500
154
$312K 0.03%
7,938
155
$306K 0.03%
12,900
156
$304K 0.03%
2,930
-300
157
$301K 0.03%
2,585
+410
158
$300K 0.03%
7,542
-144
159
$299K 0.03%
1,171
160
$298K 0.03%
5,716
-748
161
$294K 0.03%
6,960
-1,120
162
$293K 0.03%
5,116
-300
163
$279K 0.03%
7,984
-20
164
$276K 0.03%
+2,514
165
$268K 0.02%
5,217
-685
166
$265K 0.02%
10,242
167
$265K 0.02%
2,715
-45
168
$262K 0.02%
4,024
-238
169
$256K 0.02%
2,801
-490
170
$248K 0.02%
6,450
-200
171
$246K 0.02%
3,574
172
$243K 0.02%
4,667
173
$240K 0.02%
4,465
-468
174
$235K 0.02%
+2,418
175
$235K 0.02%
2,200
-10
4 5 6
7
8