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
151
$404K 0.04%
8,136
+2,065
152
$394K 0.03%
4,042
-80,396
153
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154
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155
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156
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157
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158
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159
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162
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163
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164
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165
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166
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170
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171
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173
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5,565
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174
$279K 0.02%
2,068
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175
$274K 0.02%
11,002
5 6
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