CT

Cambridge Trust Portfolio holdings

AUM $2.64B
1-Year Est. Return 28.73%
This Fund
S&P 500
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
237
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12M
3
+$8.91M
4
LNKD
LinkedIn Corporation
LNKD
+$7.43M
5
TJX icon
TJX Companies
TJX
+$7.28M

Top Sells

1
+$14.4M
2
+$10.1M
3
+$8.73M
4
AAPL icon
Apple
AAPL
+$5.77M
5
WFM
Whole Foods Market Inc
WFM
+$5.19M

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
201
$214K 0.02%
3,978
-1,330
202
$212K 0.02%
15,180
-2,250
203
$210K 0.02%
21,850
204
$210K 0.02%
4,100
-188
205
$208K 0.02%
+3,465
206
$206K 0.02%
+1,775
207
$198K 0.02%
14,175
208
$154K 0.01%
10,100
209
$150K 0.01%
40,000
210
$128K 0.01%
13,232
-1,663
211
– –
-6,176
212
– –
-1,611
213
– –
-6,474
214
– –
-4,113
215
– –
-6,617
216
– –
-6,833
217
– –
-7,440
218
– –
-12,409
219
– –
-9,377
220
– –
-4,000
221
– –
-4,545
222
– –
-1,792
223
– –
-3,596
224
– –
-4,320
225
– –
-2,137
6 7 8
9
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