CT
Cambridge Trust Portfolio holdings
AUM
$2.64B
This Quarter Return
+4.79%
1 Year Return
+28.73%
3 Year Return
+42.94%
5 Year Return
+123.28%
10 Year Return
+319.42%
AUM
$1.61B
AUM Growth
+$1.61B
(+2.7%)
Cap. Flow
-$18.2M
Cap. Flow
% of AUM
-1.13%
Top 10 Holdings %
Top 10 Hldgs %
26.19%
Holding
254
New
8
Increased
72
Reduced
125
Closed
12
Top Buys
| 1 |
Verizon
VZ
|
$10.7M |
| 2 |
McDonald's
MCD
|
$8.91M |
| 3 |
Bank of America
BAC
|
$7.61M |
| 4 |
JPMorgan Chase
JPM
|
$6.04M |
| 5 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$2.72M |
Top Sells
| 1 |
iShares MSCI Europe Financials ETF
EUFN
|
$19.7M |
| 2 |
SIVB
SVB Financial Group
SIVB
|
$10.3M |
| 3 |
Estee Lauder
EL
|
$9.47M |
| 4 |
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% |