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
$1.61B
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.91M
3
+$7.61M
4
JPM icon
JPMorgan Chase
JPM
+$6.04M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.72M

Top Sells

1
+$19.7M
2
+$10.3M
3
+$9.47M
4
AMZN icon
Amazon
AMZN
+$1.46M
5
BUFF
Blue Buffalo Pet Products, Inc
BUFF
+$1.34M

Sector Composition

1 Technology 18.1%
2 Financials 17.15%
3 Healthcare 12.91%
4 Consumer Discretionary 9.74%
5 Industrials 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$244K 0.02%
2,843
227
$242K 0.02%
3,739
+100
228
$235K 0.01%
1,385
-185
229
$234K 0.01%
1,320
-85
230
$233K 0.01%
3,670
231
$231K 0.01%
3,423
+173
232
$227K 0.01%
1,113
233
$218K 0.01%
2,019
+27
234
$213K 0.01%
2,802
-2,130
235
$210K 0.01%
2,455
236
$210K 0.01%
313
-29
237
$209K 0.01%
+9,171
238
$206K 0.01%
3,559
-26
239
$206K 0.01%
1,309
-80
240
$204K 0.01%
+1,211
241
$179K 0.01%
11,850
242
$70K ﹤0.01%
18,175
243
– –
-2,930
244
– –
-8,608
245
– –
-3,267
246
– –
-596
247
– –
-1,231
248
– –
-18,211
249
– –
-1,331
250
– –
-7,390
7 8 9
10
11