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
126
$1.13M 0.07%
13,870
+81
127
$1.12M 0.07%
21,152
128
$1.11M 0.07%
4,049
-2,027
129
$1.05M 0.07%
2,617
130
$1.05M 0.07%
8,611
+238
131
$1.04M 0.06%
10,531
-24
132
$1.04M 0.06%
13,443
-505
133
$1.02M 0.06%
11,902
+578
134
$938K 0.06%
15,185
+19
135
$932K 0.06%
4,499
-141
136
$928K 0.06%
21,053
-329
137
$912K 0.06%
10,991
+61
138
$887K 0.06%
6,764
139
$880K 0.05%
12,637
-96
140
$868K 0.05%
12,726
-2,508
141
$864K 0.05%
9,840
+904
142
$863K 0.05%
11,781
-883
143
$856K 0.05%
8,597
+54
144
$851K 0.05%
8,711
-375
145
$835K 0.05%
6,828
-90
146
$821K 0.05%
11,855
147
$813K 0.05%
9,263
+6
148
$808K 0.05%
8,021
-4,115
149
$797K 0.05%
14,170
+329
150
$769K 0.05%
11,259
+330
4 5
6
7 8