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
$1.49B
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$7.09M
3
+$7.07M
4
PANW icon
Palo Alto Networks
PANW
+$6.45M
5
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$4.97M

Top Sells

1
+$9.05M
2
+$8.5M
3
+$8.44M
4
ADBE icon
Adobe
ADBE
+$7.51M
5
IPG icon
Interpublic Group of Companies
IPG
+$6.75M

Sector Composition

1 Financials 16.83%
2 Technology 14.71%
3 Healthcare 14.6%
4 Industrials 10.79%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$379K 0.03%
7,220
+214
202
$367K 0.02%
5,357
-300
203
$365K 0.02%
14,408
-167,225
204
$363K 0.02%
10,467
+2,313
205
$358K 0.02%
2,252
206
$357K 0.02%
1,909
207
$354K 0.02%
19,602
+7,260
208
$345K 0.02%
4,005
209
$344K 0.02%
7,912
210
$340K 0.02%
5,300
211
$339K 0.02%
4,046
-445
212
$339K 0.02%
7,217
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213
$337K 0.02%
4,624
-271
214
$328K 0.02%
6,325
-810
215
$326K 0.02%
6,787
-8,676
216
$325K 0.02%
5,538
217
$322K 0.02%
+2,683
218
$319K 0.02%
+4,310
219
$315K 0.02%
44,468
+128
220
$303K 0.02%
2,142
+20
221
$299K 0.02%
4,416
-495
222
$290K 0.02%
3,933
-320
223
$290K 0.02%
15,563
224
$288K 0.02%
10,000
225
$284K 0.02%
5,395
7 8
9
10 11