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
276
$18.1M 0.07%
452,347
-75,000
277
$17.8M 0.07%
129,590
+1,761
278
$17.8M 0.07%
129,616
-4,348
279
$17.8M 0.07%
344,684
+6,778
280
$17.8M 0.07%
261,430
+10,836
281
$17.5M 0.07%
137,757
+11,817
282
$17.4M 0.07%
701,740
+181,921
283
$17.3M 0.07%
522,148
+6,611
284
$17.3M 0.07%
303,082
+7,975
285
$17.3M 0.07%
271,741
+3,286
286
$17.3M 0.07%
87,848
+323
287
$17.3M 0.07%
143,043
+2,045
288
$17.2M 0.07%
195,751
-1,980
289
$17.1M 0.07%
665,312
+8,477
290
$17.1M 0.07%
972,864
+9,560
291
$16.9M 0.07%
632,105
-22,603
292
$16.8M 0.07%
281,249
-266
293
$16.7M 0.07%
217,458
+3,498
294
$16.6M 0.07%
98,890
+1,562
295
$16.6M 0.07%
71,720
+771
296
$16.6M 0.07%
290,329
-4,641
297
$16.6M 0.07%
187,493
-1,457
298
$16.6M 0.07%
113,287
-1,367
299
$16.6M 0.07%
153,251
+2,285
300
$16.5M 0.07%
517,012
-24,403
10 11
12
13 14