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Chevy Chase Trust

Chevy Chase Trust Portfolio holdings

AUM $34.7B
1-Year Est. Return 29.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$36.3B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$63.8M
2
+$43.1M
3
+$22.7M
4
XYZ
Block Inc
XYZ
+$21.1M
5
CVX icon
Chevron
CVX
+$19.8M

Top Sells

1
+$90M
2
+$73M
3
+$62.6M
4
META icon
Meta Platforms (Facebook)
META
+$30.1M
5
KAI icon
Kadant
KAI
+$27.9M

Sector Composition

1 Technology 34.95%
2 Financials 14.13%
3 Communication Services 10.06%
4 Consumer Discretionary 9.9%
5 Healthcare 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26.4M 0.07%
111,985
-5,674
227
$26.3M 0.07%
211,405
-6,314
228
$26.1M 0.07%
40,845
-1,636
229
$25.7M 0.07%
108,745
-3,347
230
$25.5M 0.07%
167,354
-6,769
231
$25.1M 0.07%
86,848
-2,863
232
$24.8M 0.07%
1,269,292
+73,875
233
$24.6M 0.07%
411,660
-12,970
234
$24.5M 0.07%
503,141
-20,204
235
$24.5M 0.07%
303,208
-2,897
236
$24M 0.07%
141,782
-4,548
237
$23.9M 0.07%
104,109
-3,719
238
$23.9M 0.07%
1,994,966
-68,078
239
$23.8M 0.07%
48,388
-2,190
240
$23.7M 0.07%
304,841
-10,226
241
$23.6M 0.07%
287,001
-12,502
242
$23.6M 0.06%
348,860
-13,746
243
$23.6M 0.06%
149,607
-5,519
244
$23.6M 0.06%
322,982
-7,731
245
$23.5M 0.06%
+164,981
246
$23.3M 0.06%
516,712
-18,517
247
$23.2M 0.06%
114,952
-5,580
248
$22.9M 0.06%
88,522
-966
249
$22.9M 0.06%
121,642
-4,089
250
$22.6M 0.06%
24,579
-725
8 9
10
11 12