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
$1.51B
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1 +$9.65M
2 +$8.54M
3 +$6.42M
4
CSCO icon
Cisco
CSCO
+$6.33M
5
FANG icon
Diamondback Energy
FANG
+$6.33M

Top Sells

1 +$17.3M
2 +$10.3M
3 +$6.06M
4
ORLY icon
O'Reilly Automotive
ORLY
+$5.48M
5
CTSH icon
Cognizant
CTSH
+$5.32M

Sector Composition

1 Financials 17.23%
2 Technology 14.48%
3 Healthcare 13.67%
4 Industrials 10.96%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$537K 0.04%
12,473
-57
177
$529K 0.04%
16,100
-1,040
178
$510K 0.03%
6,929
+1,781
179
$485K 0.03%
9,731
+872
180
$480K 0.03%
+7,960
181
$480K 0.03%
7,384
-2,422
182
$472K 0.03%
20,739
-1,653
183
$471K 0.03%
6,732
-3,318
184
$465K 0.03%
7,307
185
$459K 0.03%
13,498
+929
186
$454K 0.03%
5,404
-386
187
$449K 0.03%
+460
188
$442K 0.03%
3,825
-2,000
189
$440K 0.03%
18,176
190
$438K 0.03%
40,000
191
$436K 0.03%
7,885
-340
192
0
193
$426K 0.03%
6,340
+2,385
194
$426K 0.03%
3,100
-192
195
$426K 0.03%
1,950
-215
196
$422K 0.03%
2,519
-525
197
$422K 0.03%
+16,366
198
$419K 0.03%
1,800
199
$413K 0.03%
+2,026
200
$411K 0.03%
2,196
-524