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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
276
$18.9M 0.05%
347,563
+2,295
277
$18.8M 0.05%
146,404
-5,832
278
$18.6M 0.05%
179,767
-7,337
279
$18.6M 0.05%
185,126
-6,448
280
$18.5M 0.05%
218,972
-4,077
281
$18.4M 0.05%
201,584
-8,285
282
$18.4M 0.05%
109,992
-4,591
283
$18.4M 0.05%
12,277
-608
284
$18.3M 0.05%
124,223
-4,315
285
$18.2M 0.05%
72,403
-1,506
286
$17.8M 0.05%
277,056
-8,651
287
$17.8M 0.05%
544,480
-13,989
288
$17.7M 0.05%
268,943
-10,916
289
$17.7M 0.05%
693,939
-24,106
290
$17.5M 0.05%
87,524
-3,181
291
$17.5M 0.05%
233,248
-9,944
292
$17.4M 0.05%
191,893
-7,442
293
$17.3M 0.05%
367,159
-8,122
294
$17.2M 0.05%
49,808
-2,584
295
$17.1M 0.05%
90,092
-65
296
$17M 0.05%
521,001
-17,583
297
$16.9M 0.05%
1,121,663
-39,142
298
$16.9M 0.05%
145,612
-5,842
299
$16.7M 0.05%
249,252
-11,172
300
$16.6M 0.05%
87,092
-5,651
10 11
12
13 14