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
126
$1.05M 0.07%
16,670
+720
127
$1.03M 0.07%
23,749
-90
128
$1.02M 0.07%
11,169
+502
129
$995K 0.07%
18,429
-3,615
130
$934K 0.06%
8,637
+188
131
$933K 0.06%
32,915
+14,963
132
$932K 0.06%
4,928
+480
133
$916K 0.06%
18,937
+1,999
134
$903K 0.06%
11,135
-1,037
135
$893K 0.06%
9,534
-104
136
$888K 0.06%
9,300
-442
137
$842K 0.06%
13,114
+230
138
$834K 0.06%
7,510
+500
139
$827K 0.06%
10,570
+412
140
$808K 0.05%
4,568
-1,107
141
$792K 0.05%
7,054
142
$772K 0.05%
40,000
143
$768K 0.05%
9,916
+1,168
144
$762K 0.05%
28,504
145
$752K 0.05%
6,016
146
$732K 0.05%
3,923
+233
147
$722K 0.05%
11,233
+1,171
148
$720K 0.05%
13,330
+325
149
$718K 0.05%
11,855
+1,870
150
$707K 0.05%
18,362
-110
4 5
6
7 8