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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
251
$22.5M 0.06%
148,336
-5,177
252
$22.2M 0.06%
282,805
-21,733
253
$22.1M 0.06%
155,884
-3,373
254
$21.7M 0.06%
230,420
-6,472
255
$21.4M 0.06%
222,243
-7,765
256
$21.4M 0.06%
22,459
-632
257
$21.3M 0.06%
255,078
-8,863
258
$21.3M 0.06%
177,052
-7,223
259
$21.2M 0.06%
228,024
-7,927
260
$21M 0.06%
234,318
-64,530
261
$20.9M 0.06%
310,679
-13,127
262
$20.9M 0.06%
128,929
-23,203
263
$20.7M 0.06%
67,429
-2,347
264
$20.7M 0.06%
460,227
-10,414
265
$20.6M 0.06%
83,503
+2,144
266
$20.5M 0.06%
74,793
-2,725
267
$20.4M 0.06%
+281,974
268
$20.3M 0.06%
57,986
-2,109
269
$20.2M 0.06%
245,210
-12,347
270
$20.2M 0.06%
31,975
-1,065
271
$19.4M 0.05%
341,023
-13,865
272
$19.2M 0.05%
144,136
-6,564
273
$19.2M 0.05%
122,046
-4,219
274
$19.1M 0.05%
55,153
-1,286
275
$19M 0.05%
165,945
-4,342
9 10
11
12 13