CT
Cambridge Trust Portfolio holdings
AUM
$2.64B
This Quarter Return
+7.74%
1 Year Return
+28.73%
3 Year Return
+42.94%
5 Year Return
+123.28%
10 Year Return
+319.42%
AUM
$1.22B
AUM Growth
+$1.22B
(+7%)
Cap. Flow
+$3.56M
Cap. Flow
% of AUM
0.29%
Top 10 Holdings %
Top 10 Hldgs %
24.14%
Holding
225
New
10
Increased
85
Reduced
91
Closed
9
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$19.4M |
| 2 |
Danaher
DHR
|
$11.5M |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
$9.48M |
| 4 |
Lowe's Companies
LOW
|
$4.94M |
| 5 |
Union Pacific
UNP
|
$4.69M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$18.6M |
| 2 |
APC
Anadarko Petroleum
APC
|
$6.72M |
| 3 |
CSX Corp
CSX
|
$5.12M |
| 4 |
Walt Disney
DIS
|
$4.66M |
| 5 |
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% |
