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
51
$7.89M 0.69%
72,394
+20,104
52
$7.78M 0.68%
121,127
-2,704
53
$7.67M 0.67%
106,676
+16,091
54
$7.49M 0.66%
307,284
+8,708
55
$7.39M 0.65%
38,880
+37,422
56
$7.14M 0.63%
136,757
+63,878
57
$7.01M 0.61%
60,641
+1,261
58
$6.69M 0.59%
22,474
+11,489
59
$6.57M 0.58%
66,829
+1,237
60
$6.35M 0.56%
145,137
+7,776
61
$5.81M 0.51%
61,619
-1,554
62
$5.47M 0.48%
47,387
+4,682
63
$5.12M 0.45%
570,921
-11,472
64
$4.8M 0.42%
101,019
+4,212
65
$4.68M 0.41%
29,268
+1,126
66
$4.47M 0.39%
70,238
+398
67
$3.97M 0.35%
73,014
+22,134
68
$3.92M 0.34%
97,742
+31
69
$3.92M 0.34%
130,016
-17,870
70
$3.79M 0.33%
119,998
71
$3.72M 0.33%
33,907
-1,820
72
$3.65M 0.32%
72,010
+2,586
73
$3.64M 0.32%
26,254
-109
74
$3.6M 0.32%
14,455
+51
75
$3.41M 0.3%
+28,066
1 2
3
4 5