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
176
$235K 0.02%
2,200
-10
177
$233K 0.02%
1,320
-150
178
$231K 0.02%
+4,673
179
$226K 0.02%
24,480
180
$225K 0.02%
+2,802
181
$225K 0.02%
2,578
-87
182
$224K 0.02%
+3,193
183
$220K 0.02%
+2,920
184
$217K 0.02%
4,761
-2,200
185
$209K 0.02%
+21,840
186
$204K 0.02%
1,715
-100
187
$203K 0.02%
+10,160
188
$201K 0.02%
3,344
-15
189
$161K 0.02%
50,000
190
$131K 0.01%
14,700
191
$119K 0.01%
15,799
192
$65K 0.01%
10,371
-6,500
193
– –
-4,861
4 5 6 7
8