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
101
$1.24M 0.11%
16,983
+683
102
$1.23M 0.11%
17,514
-265
103
$1.23M 0.11%
15,982
-161
104
$1.22M 0.11%
12,411
+879
105
$1.22M 0.11%
18,176
106
$1.13M 0.1%
29,128
+528
107
$1.11M 0.1%
+33,134
108
$1.09M 0.1%
33,164
-285,019
109
$1.05M 0.09%
14,165
-207,107
110
$1.02M 0.09%
7,822
+618
111
$990K 0.09%
13,345
+777
112
$987K 0.09%
17,619
-3,165
113
$973K 0.09%
8,244
-69
114
$932K 0.08%
35,508
+2,663
115
$899K 0.08%
15,649
+185
116
$827K 0.07%
22,553
-4,299
117
$811K 0.07%
37,515
-6,606
118
$793K 0.07%
58,474
-10,715
119
$742K 0.07%
12,068
+3,030
120
$739K 0.06%
6,766
121
$705K 0.06%
19,530
-1,520
122
$702K 0.06%
18,124
123
$688K 0.06%
12,004
+2,187
124
$655K 0.06%
4,736
+720
125
$652K 0.06%
13,757
+857
3 4
5
6 7