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
76
$5.1M 0.32%
122,212
-1,704
77
$5.04M 0.31%
46,262
-1,900
78
$4.96M 0.31%
18,287
+57
79
$4.91M 0.3%
139,507
-2,896
80
$4.76M 0.3%
51,360
-1,563
81
$4.25M 0.26%
11,981
-766
82
$4.24M 0.26%
84,618
+1,272
83
$4.08M 0.25%
118,636
+4,143
84
$3.83M 0.24%
27,244
85
$3.82M 0.24%
26,804
-66,384
86
$3.7M 0.23%
35,339
-140
87
$3.59M 0.22%
87,623
+2,326
88
$3.57M 0.22%
71,781
-1,907
89
$3.44M 0.21%
78,470
-619
90
$2.53M 0.16%
25,838
+814
91
$2.52M 0.16%
18,877
+279
92
$2.48M 0.15%
13,292
+3
93
$2.42M 0.15%
99,852
+1,299
94
$2.27M 0.14%
16,413
-920
95
$2.22M 0.14%
40,041
-133
96
$2.1M 0.13%
21,467
-2,006
97
$2.09M 0.13%
49,720
+3,896
98
$2M 0.12%
5,968
-311
99
$1.97M 0.12%
97,381
-972,579
100
$1.95M 0.12%
18,124
2 3
4
5 6