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
76
$3.29M 0.29%
102,334
-110,976
77
$2.96M 0.26%
73,775
-20,202
78
$2.86M 0.25%
14,903
+1,375
79
$2.82M 0.25%
28,557
+1,094
80
$2.81M 0.25%
114,366
+2,415
81
$2.78M 0.24%
46,931
-450
82
$2.65M 0.23%
33,580
-9,495
83
$2.63M 0.23%
43,136
+2,278
84
$2.63M 0.23%
33,440
-1,065
85
$2.36M 0.21%
93,015
-10,090
86
$2.02M 0.18%
35,952
+1,973
87
$1.94M 0.17%
10,485
-239
88
$1.89M 0.17%
38,109
+6,028
89
$1.85M 0.16%
34,680
+340
90
$1.76M 0.15%
30,748
+7,631
91
$1.65M 0.14%
60,450
+27,755
92
$1.55M 0.14%
15,545
-260
93
$1.54M 0.14%
32,167
-1,663
94
$1.53M 0.13%
24,401
-740
95
$1.49M 0.13%
18,139
-365
96
$1.49M 0.13%
30,935
-19
97
$1.39M 0.12%
7,231
+125
98
$1.34M 0.12%
10,313
-250
99
$1.31M 0.11%
20,993
-3,275
100
$1.24M 0.11%
26,900
+900
2 3
4
5 6