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
151
$699K 0.05%
13,959
+5,363
152
$696K 0.05%
11,524
153
$678K 0.05%
5,717
-80
154
$658K 0.04%
+11,702
155
$652K 0.04%
20,908
+1,238
156
$647K 0.04%
3,779
+83
157
$646K 0.04%
13,234
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158
$635K 0.04%
5,729
-130
159
$631K 0.04%
7,369
+2,000
160
$614K 0.04%
99,850
-690,000
161
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7,646
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162
$610K 0.04%
7,904
+1,000
163
$583K 0.04%
8,807
+218
164
$581K 0.04%
22,961
-4,500
165
$580K 0.04%
+10,496
166
$578K 0.04%
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167
$557K 0.04%
16,591
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168
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512
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169
$544K 0.04%
15,180
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170
$532K 0.04%
9,497
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171
$532K 0.04%
13,081
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172
$511K 0.03%
11,046
-1,286
173
$508K 0.03%
26,006
+3,662
174
$501K 0.03%
3,986
+500
175
$497K 0.03%
19,724
-963
5 6
7
8 9