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