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
151
$424K 0.03%
4,292
152
$416K 0.03%
12,284
+522
153
$407K 0.03%
+14,068
154
$404K 0.03%
9,304
-375
155
$397K 0.03%
5,201
156
$396K 0.03%
+10,845
157
$394K 0.03%
6,759
-110
158
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5,915
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159
$393K 0.03%
2,961
-100
160
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+3,948
161
$380K 0.03%
3,396
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162
– –
0
163
$363K 0.03%
2,249
+168
164
$345K 0.03%
14,019
-88,315
165
$342K 0.03%
2,501
166
$339K 0.03%
14,213
167
$336K 0.03%
3,851
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168
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-15
169
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170
$323K 0.03%
14,180
-100
171
$315K 0.03%
+7,535
172
$309K 0.03%
7,484
173
$302K 0.02%
4,578
+594
174
$301K 0.02%
18,975
-3,000
175
$297K 0.02%
+4,157
5 6
7
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