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
101
$1.77M 0.11%
19,256
-1,951
102
$1.7M 0.11%
43,590
103
$1.69M 0.1%
20,208
-2,443
104
$1.62M 0.1%
15,434
-540
105
$1.56M 0.1%
28,229
-1,665
106
$1.54M 0.1%
26,370
+3,237
107
$1.49M 0.09%
17,880
+2,834
108
$1.48M 0.09%
23,991
+6,586
109
$1.36M 0.08%
8,971
+107
110
$1.35M 0.08%
17,240
111
$1.34M 0.08%
20,817
+719
112
$1.33M 0.08%
46,644
+210
113
$1.3M 0.08%
13,141
-149
114
$1.28M 0.08%
12,306
115
$1.26M 0.08%
6,529
-55
116
$1.25M 0.08%
8,190
117
$1.21M 0.08%
8,929
-4,395
118
$1.2M 0.07%
17,923
-186
119
$1.2M 0.07%
15,243
-40
120
$1.19M 0.07%
7,662
-3
121
$1.19M 0.07%
11,295
-657
122
$1.17M 0.07%
26,516
-384
123
$1.17M 0.07%
10,430
+50
124
$1.15M 0.07%
17,683
-5,282
125
$1.13M 0.07%
20,892
-2,118
3 4
5
6 7