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
$2.17B
AUM Growth
-$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$14.3M
3
+$12.2M
4
WMT icon
Walmart
WMT
+$12.2M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$9.67M

Top Sells

1
+$21.8M
2
+$10.6M
3
+$9.61M
4
ORLY icon
O'Reilly Automotive
ORLY
+$7.5M
5
VRSK icon
Verisk Analytics
VRSK
+$6.48M

Sector Composition

1 Technology 21.46%
2 Financials 13.51%
3 Healthcare 11.86%
4 Consumer Discretionary 7.8%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$757K 0.03%
6,260
-67
152
$751K 0.03%
3,350
+50
153
$746K 0.03%
6,719
+84
154
$743K 0.03%
8,220
155
$737K 0.03%
9,600
156
$736K 0.03%
15,000
157
$732K 0.03%
48,734
-1,388
158
$724K 0.03%
4,221
+106
159
$722K 0.03%
13,079
-109
160
$722K 0.03%
1,823
-58
161
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11,214
+3,093
162
$699K 0.03%
3,356
+156
163
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10,571
-483
164
$666K 0.03%
1,989
+300
165
$663K 0.03%
12,859
-143
166
$635K 0.03%
7,193
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167
$624K 0.03%
15,273
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168
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7,662
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169
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1,524
-35
170
$621K 0.03%
5,167
-141
171
$613K 0.03%
8,854
-58
172
$612K 0.03%
3,109
-10
173
$608K 0.03%
6,463
-503
174
$605K 0.03%
2,905
-34
175
$602K 0.03%
13,570
-1,500
5 6
7
8 9