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
201
$214K 0.02%
3,978
-1,330
202
$212K 0.02%
15,180
-2,250
203
$210K 0.02%
4,100
-188
204
$210K 0.02%
21,850
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
– –
-4,000
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
– –
-4,545
221
– –
-1,792
222
– –
-3,596
223
– –
-4,320
224
– –
-2,137
225
– –
-1,845
6 7 8
9
10