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
$1.14B
AUM Growth
-$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.1M
3
+$8.25M
4
TJX icon
TJX Companies
TJX
+$7.42M
5
LNKD
LinkedIn Corporation
LNKD
+$7.11M

Top Sells

1
+$15.3M
2
+$9.35M
3
+$7.84M
4
AAPL icon
Apple
AAPL
+$5.43M
5
WFM
Whole Foods Market Inc
WFM
+$4.65M

Sector Composition

1 Financials 19.5%
2 Healthcare 14.67%
3 Technology 14.36%
4 Consumer Discretionary 9.09%
5 Industrials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.7M 1.37%
153,850
-1,239
27
$15.6M 1.37%
80
28
$15.6M 1.36%
273,995
+28,385
29
$15.3M 1.34%
984,444
+12,246
30
$14.7M 1.29%
166,516
+2,544
31
$13.7M 1.2%
173,002
-1,900
32
$13.7M 1.2%
196,364
+67,499
33
$13.5M 1.18%
727,449
+10,345
34
$13M 1.14%
187,273
+10,281
35
$12.8M 1.12%
108,026
+4,627
36
$12.6M 1.1%
228,032
+1,233
37
$12.5M 1.1%
278,869
+215
38
$12.3M 1.07%
148,806
+135,069
39
$11M 0.97%
370,636
+12,191
40
$10.6M 0.93%
296,306
+207,732
41
$10.2M 0.89%
126,926
+1,836
42
$9.76M 0.85%
224,230
+3,597
43
$9.32M 0.82%
121,273
+4,489
44
$9.09M 0.8%
85,458
+1,477
45
$9.02M 0.79%
130,867
+48,006
46
$9M 0.79%
148,974
-3,077
47
$8.5M 0.75%
102,563
-787
48
$8.49M 0.74%
65,565
+63,779
49
$8.46M 0.74%
73,274
+17,682
50
$8.39M 0.74%
68,818
+1,757
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