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
101
$1.72M 0.12%
6,801
-95
102
$1.68M 0.11%
22,928
+294
103
$1.64M 0.11%
6,445
-25
104
$1.61M 0.11%
44,915
-3,475
105
$1.55M 0.1%
30,022
-757
106
$1.48M 0.1%
9,615
-884
107
$1.45M 0.1%
18,124
108
$1.41M 0.09%
7,558
109
$1.38M 0.09%
33,469
+5,053
110
$1.36M 0.09%
26,936
+348
111
$1.35M 0.09%
12,436
+6,800
112
$1.32M 0.09%
22,380
-3,480
113
$1.29M 0.09%
17,240
114
$1.26M 0.08%
18,367
-508
115
$1.23M 0.08%
50,040
+548
116
$1.21M 0.08%
15,710
-1,500
117
$1.2M 0.08%
19,525
-7,250
118
$1.19M 0.08%
15,497
-2,216
119
$1.16M 0.08%
7,670
-107
120
$1.15M 0.08%
9,390
+540
121
$1.12M 0.07%
11,604
-887
122
$1.11M 0.07%
2,617
123
$1.08M 0.07%
13,349
-990
124
$1.08M 0.07%
41,586
-765
125
$1.06M 0.07%
21,588
-12,580
3 4
5
6 7