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
$2.17B
AUM Growth
-$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$14.3M
3
+$12.2M
4
WMT icon
Walmart
WMT
+$12.2M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$9.67M

Top Sells

1
+$21.8M
2
+$10.6M
3
+$9.61M
4
ORLY icon
O'Reilly Automotive
ORLY
+$7.5M
5
VRSK icon
Verisk Analytics
VRSK
+$6.48M

Sector Composition

1 Technology 21.46%
2 Financials 13.51%
3 Healthcare 11.86%
4 Consumer Discretionary 7.8%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$430K 0.02%
6,049
-377
202
$420K 0.02%
5,595
203
$414K 0.02%
2,311
204
$407K 0.02%
111,325
+23,200
205
$407K 0.02%
10,925
+385
206
$403K 0.02%
3,589
+49
207
$401K 0.02%
4,991
-36
208
$399K 0.02%
1,395
209
$387K 0.02%
6,923
210
$377K 0.02%
2,449
-418
211
$370K 0.02%
2,290
212
$364K 0.02%
4,837
+440
213
$355K 0.02%
37,225
+12,225
214
$354K 0.02%
6,096
+863
215
$348K 0.02%
20,059
216
$346K 0.02%
1,816
+35
217
$342K 0.02%
5,565
218
$342K 0.02%
7,647
+3,211
219
$341K 0.02%
1,705
220
$341K 0.02%
3,144
-18
221
$339K 0.02%
1,534
+60
222
$337K 0.02%
1,672
223
$332K 0.02%
2,128
-140
224
$328K 0.02%
4,344
+119
225
$324K 0.01%
2,613
-61
7 8
9
10 11