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
201
– –
0
202
$401K 0.03%
7,729
-700
203
$393K 0.03%
+4,642
204
$390K 0.03%
12,320
-3,140
205
$383K 0.03%
42,209
+15,081
206
$383K 0.03%
+16,659
207
$382K 0.03%
4,873
208
$379K 0.03%
3,486
-263
209
$377K 0.03%
5,903
-3,121
210
$373K 0.02%
2,678
211
$372K 0.02%
7,354
+1,503
212
$372K 0.02%
4,000
213
$372K 0.02%
5,000
214
$359K 0.02%
2,717
-25
215
$353K 0.02%
7,484
216
$353K 0.02%
+5,975
217
$353K 0.02%
5,171
-289
218
$352K 0.02%
14,835
-28,776
219
$350K 0.02%
41,687
+19,325
220
$332K 0.02%
4,491
-1,754
221
$328K 0.02%
+7,912
222
$327K 0.02%
2,617
223
$325K 0.02%
1,367
224
$323K 0.02%
4,005
225
$321K 0.02%
6,030
-175
7 8
9
10 11