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
151
$766K 0.05%
20,552
-1,562
152
$718K 0.04%
15,050
+446
153
$707K 0.04%
+2,564
154
$699K 0.04%
8,852
+36
155
$678K 0.04%
28,504
156
$666K 0.04%
9,591
-4,538
157
$656K 0.04%
3,556
-163
158
$656K 0.04%
5,234
+646
159
$654K 0.04%
13,840
-181
160
$653K 0.04%
5,623
+343
161
$646K 0.04%
596
+27
162
$625K 0.04%
5,729
-971
163
$611K 0.04%
9,486
-1,439
164
$574K 0.04%
8,162
+195
165
$563K 0.04%
35,800
166
$560K 0.03%
15,630
+627
167
$557K 0.03%
3,986
168
$541K 0.03%
9,231
-1,074
169
$539K 0.03%
3,161
-952
170
$538K 0.03%
16,438
-464
171
$514K 0.03%
6,155
-1,401
172
$510K 0.03%
6,312
-352
173
$504K 0.03%
3,508
-1,558
174
$495K 0.03%
6,210
-115
175
$466K 0.03%
7,464
+100
5 6
7
8 9