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
176
$272K 0.02%
2,385
-50
177
$270K 0.02%
7,592
+2,591
178
$269K 0.02%
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179
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2,617
180
$263K 0.02%
+6,596
181
$258K 0.02%
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182
$253K 0.02%
3,587
183
$250K 0.02%
3,984
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184
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185
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186
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187
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188
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189
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190
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+10,350
191
$231K 0.02%
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192
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16,863
193
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194
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5,874
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195
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196
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4,207
197
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8,170
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198
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199
$216K 0.02%
4,460
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200
$215K 0.02%
1,540
-20
6 7
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