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
176
$296K 0.02%
2,023
-45
177
$294K 0.02%
2,385
178
$281K 0.02%
11,002
179
$274K 0.02%
9,316
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180
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9,192
-1,310
181
$269K 0.02%
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182
$265K 0.02%
4,958
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183
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184
$258K 0.02%
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185
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-60
186
$251K 0.02%
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187
$250K 0.02%
7,473
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188
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+2,464
189
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3,207
190
$245K 0.02%
6,464
-1,128
191
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192
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193
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16,863
194
$235K 0.02%
9,450
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195
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5,684
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196
$232K 0.02%
4,178
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197
$227K 0.02%
4,043
-164
198
$226K 0.02%
2,353
-1,831
199
$224K 0.02%
15,180
200
$220K 0.02%
2,617
5 6 7
8
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