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
1
$32.2M 2.82%
360,714
+4,222
2
$31.8M 2.79%
1,154,112
-196,880
3
$30.7M 2.69%
253,864
+3,683
4
$30.6M 2.68%
982,980
+7,380
5
$28.8M 2.52%
281,664
-16,976
6
$28.4M 2.49%
382,537
+73,167
7
$26.8M 2.35%
286,947
-5,432
8
$26.2M 2.29%
638,537
+29,642
9
$23M 2.02%
343,946
+4,323
10
$23M 2.01%
571,967
-5,121
11
$22.6M 1.98%
439,932
+226,096
12
$22.3M 1.96%
473,444
-1,686
13
$22.1M 1.94%
229,359
+1,988
14
$21.9M 1.91%
1,311,030
+9,195
15
$21.7M 1.9%
490,594
-6,926
16
$21.5M 1.88%
343,296
-6,463
17
$18.6M 1.63%
226,672
+858
18
$18.3M 1.6%
264,930
-1,160
19
$18.2M 1.59%
179,934
-15,675
20
$18M 1.57%
701,820
+13,240
21
$17.9M 1.57%
1,693,217
+7,344
22
$17.6M 1.54%
309,376
-42,420
23
$17.5M 1.53%
359,473
-6,830
24
$16.9M 1.48%
419,666
+26,752
25
$15.7M 1.38%
216,074
+4,004
1
2 3 4 5