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
26
$21.6M 1.34%
226,356
-2,401
27
$21.3M 1.33%
109,836
-2,059
28
$21.3M 1.33%
130,295
+6,341
29
$21.3M 1.32%
73,702
-35,507
30
$20M 1.24%
40,067
-70
31
$19.3M 1.2%
98,929
-545
32
$18.4M 1.14%
365,334
+211,915
33
$17.9M 1.11%
320,720
-9,766
34
$17.7M 1.1%
107,803
-2,656
35
$17.2M 1.07%
245,682
-759
36
$16.8M 1.04%
257,515
-1,513
37
$16.6M 1.03%
590,052
+269,794
38
$16.1M 1%
193,919
-747
39
$15.7M 0.98%
189,862
-3,275
40
$15.7M 0.97%
82,926
+586
41
$15.3M 0.95%
175,291
+944
42
$14.6M 0.91%
133,391
-1,226
43
$13.9M 0.86%
105,311
+2,102
44
$13.5M 0.84%
79,515
+84
45
$12.9M 0.8%
185,867
+4,411
46
$12.5M 0.77%
184,832
-611
47
$12.4M 0.77%
184,808
+1,356
48
$12.3M 0.76%
91,478
-1,706
49
$12.1M 0.75%
181,708
+3,970
50
$11.5M 0.72%
91,210
+17,607
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