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
76
$4.97M 0.33%
+201,353
77
$4.75M 0.32%
129,680
-2,896
78
$4.74M 0.32%
+123,976
79
$4.6M 0.31%
18,306
-3,438
80
$4.5M 0.3%
13,789
-320
81
$4.25M 0.29%
125,471
-8,309
82
$4.03M 0.27%
67,321
+8,074
83
$3.99M 0.27%
40,438
-2,641
84
$3.67M 0.25%
96,439
-2,066
85
$3.66M 0.25%
63,105
-3,189
86
$3.66M 0.25%
81,265
-1,135
87
$3.59M 0.24%
27,724
88
$3.54M 0.24%
119,593
-5,724
89
$3.05M 0.2%
26,766
-798
90
$2.83M 0.19%
20,392
-2,630
91
$2.82M 0.19%
19,074
-205
92
$2.67M 0.18%
14,574
+708
93
$2.65M 0.18%
43,101
-147,388
94
$2.48M 0.17%
38,899
-384
95
$2.39M 0.16%
114,871
-324,728
96
$2.03M 0.14%
17,217
-4,263
97
$1.99M 0.13%
40,228
-6,884
98
$1.94M 0.13%
21,387
+1,017
99
$1.89M 0.13%
34,264
-6,110
100
$1.76M 0.12%
23,738
-399
2 3
4
5 6