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
176
$465K 0.03%
+8,494
177
$464K 0.03%
8,769
-5,039
178
$459K 0.03%
3,780
-1,452
179
$458K 0.03%
18,558
-365
180
$444K 0.03%
2,589
-43
181
$439K 0.03%
2,102
-157
182
$436K 0.03%
8,080
+596
183
$433K 0.03%
10,080
+1,009
184
$430K 0.03%
7,169
+168
185
$429K 0.03%
11,059
+764
186
$427K 0.03%
9,512
187
– –
0
188
$418K 0.03%
7,365
-238
189
$418K 0.03%
3,552
-250
190
$413K 0.03%
1,342
+84
191
$407K 0.03%
7,843
192
$403K 0.03%
9,912
-4,468
193
$395K 0.02%
8,581
194
$380K 0.02%
3,736
-150
195
$377K 0.02%
8,138
+579
196
– –
0
197
$373K 0.02%
+6,896
198
$362K 0.02%
+7,590
199
$357K 0.02%
5,432
200
$352K 0.02%
7,600
-1,720
6 7
8
9 10