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
51
$11.5M 0.72%
70,453
-116
52
$11.2M 0.7%
201,460
-6,660
53
$11.1M 0.69%
140,066
-2,338
54
$10.9M 0.68%
208,454
+377
55
$10.4M 0.64%
94,139
+584
56
$10.3M 0.64%
73,256
-136
57
$10M 0.62%
550,695
-5,580
58
$9.37M 0.58%
108,278
59
$8.91M 0.55%
49,959
-457
60
$8.55M 0.53%
46,095
+1,382
61
$8.49M 0.53%
125,458
-2,988
62
$8.35M 0.52%
175,370
+4,262
63
$7.41M 0.46%
119,998
64
$7.18M 0.45%
111,121
-931
65
$7.12M 0.44%
128,828
+3,416
66
$6.83M 0.42%
109,190
+5,375
67
$6.57M 0.41%
84,110
-4,415
68
$6.54M 0.41%
67,558
+784
69
$5.79M 0.36%
110,337
+1,848
70
$5.75M 0.36%
147,666
+4,973
71
$5.64M 0.35%
73,460
+831
72
$5.63M 0.35%
115,202
-24,157
73
$5.55M 0.34%
229,408
+12,133
74
$5.43M 0.34%
40,812
+401
75
$5.4M 0.34%
88,565
-4,980
1 2
3
4 5