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
$29B
AUM Growth
-$2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$39.4M
3
+$31.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$30.6M
5
AMD icon
Advanced Micro Devices
AMD
+$28.4M

Top Sells

1
+$90.9M
2
+$51.9M
3
+$38.1M
4
GH icon
Guardant Health
GH
+$36M
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$31.8M

Sector Composition

1 Technology 26.61%
2 Healthcare 13.64%
3 Financials 12.99%
4 Consumer Discretionary 10.62%
5 Communication Services 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$20.6M 0.07%
693,404
+2,230
252
$20.5M 0.07%
540,333
+3,513
253
$20.3M 0.07%
214,084
-1,195
254
$20.2M 0.07%
153,441
-654
255
$20.1M 0.07%
66,882
-556
256
$19.9M 0.07%
258,673
+451
257
$19.8M 0.07%
544,517
+20,324
258
$19.8M 0.07%
35,326
+125
259
$19.7M 0.07%
70,437
+247
260
$19.6M 0.07%
90,375
+248
261
$19.6M 0.07%
14,244
+34
262
$19.5M 0.07%
162,640
+49
263
$19.4M 0.07%
433,948
-827
264
$19.4M 0.07%
194,206
+1,109
265
$19.3M 0.07%
221,611
+763
266
$19.3M 0.07%
213,231
-640
267
$19.2M 0.07%
144,114
-492
268
$19.2M 0.07%
173,934
-2,525
269
$19M 0.07%
268,896
+672
270
$18.9M 0.07%
144,225
+576
271
$18.8M 0.06%
540,644
+1,344
272
$18.8M 0.06%
89,045
+138
273
$18.6M 0.06%
481,108
-365
274
$18.6M 0.06%
170,634
+341
275
$18.6M 0.06%
206,335
+850
9 10
11
12 13