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
201
$345K 0.02%
5,000
202
$344K 0.02%
6,817
203
$330K 0.02%
2,122
-20
204
$327K 0.02%
1,500
205
$327K 0.02%
4,561
-1,150
206
$324K 0.02%
1,736
-320
207
$319K 0.02%
2,348
-19
208
$313K 0.02%
9,529
-300
209
$303K 0.02%
5,300
210
$292K 0.02%
4,475
-500
211
$289K 0.02%
3,013
212
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3,643
213
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3,600
-219
214
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10,000
215
$273K 0.02%
3,331
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216
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8,953
217
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14,063
-1,000
218
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+4,025
219
$267K 0.02%
2,513
-105
220
$257K 0.02%
4,428
-358
221
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1,150
222
$254K 0.02%
4,925
-4,546
223
$251K 0.02%
3,625
-237
224
$248K 0.02%
+1,351
225
$247K 0.02%
1,638
+32
7 8
9
10 11