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
$1.49B
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$7.09M
3
+$7.07M
4
PANW icon
Palo Alto Networks
PANW
+$6.45M
5
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$4.97M

Top Sells

1
+$9.05M
2
+$8.5M
3
+$8.44M
4
ADBE icon
Adobe
ADBE
+$7.51M
5
IPG icon
Interpublic Group of Companies
IPG
+$6.75M

Sector Composition

1 Financials 16.83%
2 Technology 14.71%
3 Healthcare 14.6%
4 Industrials 10.79%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$282K 0.02%
10,802
+1,800
227
$276K 0.02%
4,861
228
$266K 0.02%
1,808
-860
229
$254K 0.02%
3,620
+165
230
$254K 0.02%
1,636
231
$247K 0.02%
2,696
232
$239K 0.02%
+2,095
233
$238K 0.02%
1,603
234
$232K 0.02%
747
235
$228K 0.02%
4,030
236
$228K 0.02%
4,432
237
$224K 0.02%
+2,662
238
$223K 0.02%
2,598
-35
239
$221K 0.01%
2,025
-50
240
$220K 0.01%
+1,767
241
$214K 0.01%
2,649
242
$213K 0.01%
1,405
-165
243
$212K 0.01%
+1,606
244
$212K 0.01%
3,250
245
$209K 0.01%
651
-78
246
$208K 0.01%
+1,163
247
$208K 0.01%
18,175
-1
248
$204K 0.01%
+3,083
249
$202K 0.01%
+1,341
250
$185K 0.01%
11,850
7 8 9
10
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