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
$1.49B
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$7.09M
3
+$7.07M
4
PANW icon
Palo Alto Networks
PANW
+$6.45M
5
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$4.97M

Top Sells

1
+$9.05M
2
+$8.5M
3
+$8.44M
4
ADBE icon
Adobe
ADBE
+$7.51M
5
IPG icon
Interpublic Group of Companies
IPG
+$6.75M

Sector Composition

1 Financials 16.83%
2 Technology 14.71%
3 Healthcare 14.6%
4 Industrials 10.79%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.98M 0.67%
129,686
+10,320
52
$9.97M 0.67%
101,767
-674
53
$9.69M 0.65%
75,313
-33
54
$9.63M 0.65%
80,684
+136
55
$9.45M 0.63%
191,322
+7,119
56
$9.09M 0.61%
273,833
-397
57
$9.08M 0.61%
65,221
-168
58
$8.83M 0.59%
97,030
-1,194
59
$8.53M 0.57%
72,622
+4,651
60
$8.04M 0.54%
559,620
-33,645
61
$8.01M 0.54%
49,710
+563
62
$7.71M 0.52%
110,569
-121,913
63
$7.04M 0.47%
112,190
+3,243
64
$6.86M 0.46%
65,684
+3,172
65
$6.72M 0.45%
182,212
-16,922
66
$6.7M 0.45%
119,998
67
$6.59M 0.44%
117,200
+5,469
68
$6.21M 0.42%
55,722
-1,960
69
$6.15M 0.41%
45,561
-1,731
70
$5.94M 0.4%
66,223
-155
71
$5.72M 0.38%
64,319
-681
72
$5.71M 0.38%
40,914
+31,792
73
$5.52M 0.37%
41,855
+790
74
$5.5M 0.37%
57,523
-2,807
75
$5.07M 0.34%
94,961
-2,513
1 2
3
4 5