Chevy Chase Trust

Chevy Chase Trust Portfolio holdings

AUM $36.3B
1-Year Est. Return 28.05%
This Quarter Est. Return
1 Year Est. Return
+28.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.2B
AUM Growth
+$3.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$35.4M
3
+$22.8M
4
VZ icon
Verizon
VZ
+$20.8M
5
AMZN icon
Amazon
AMZN
+$15.7M

Top Sells

1
+$44.6M
2
+$41.9M
3
+$19.2M
4
APC
Anadarko Petroleum
APC
+$14.9M
5
NDAQ icon
Nasdaq
NDAQ
+$13M

Sector Composition

1 Technology 19.05%
2 Financials 15.76%
3 Healthcare 13.67%
4 Communication Services 10.26%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$19.8M 0.08%
397,584
+6,264
252
$19.7M 0.08%
663,960
-448
253
$19.6M 0.08%
60,700
+797
254
$19.6M 0.08%
40,583
+657
255
$19.5M 0.08%
107,950
-1,238
256
$19.3M 0.08%
167,271
+2,512
257
$19.2M 0.08%
131,859
+1,411
258
$19.2M 0.08%
179,759
+2,385
259
$19.2M 0.08%
136,347
+908
260
$19.1M 0.08%
160,563
-1,582
261
$19.1M 0.08%
93,885
+646
262
$19M 0.08%
193,842
-2,290
263
$19M 0.08%
264,694
+3,980
264
$18.9M 0.08%
545,331
+585
265
$18.9M 0.08%
603,982
+8,615
266
$18.8M 0.08%
117,805
+672
267
$18.7M 0.08%
71,595
-1,362
268
$18.6M 0.08%
217,209
+91
269
$18.6M 0.08%
126,814
+1,931
270
$18.5M 0.08%
642,797
+102,755
271
$18.4M 0.08%
102,105
+463
272
$18.3M 0.08%
276,778
+245
273
$18.3M 0.08%
334,162
+3,597
274
$18.3M 0.08%
1,158,015
-23,335
275
$18.2M 0.08%
297,044
+3,724
9 10
11
12 13