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
301
$16.3M 0.07%
235,308
+1,305
302
$16M 0.07%
213,519
+2,484
303
$15.7M 0.07%
21,103
+74
304
$15.7M 0.06%
300,496
+4,802
305
$15.6M 0.06%
195,915
+261
306
$15.6M 0.06%
352,764
+661
307
$15.5M 0.06%
54,782
+427
308
$15.5M 0.06%
1,273,992
-718,486
309
$15.4M 0.06%
318,812
+18,156
310
$15.4M 0.06%
1,545,953
+95,245
311
$15.3M 0.06%
282,456
-2,492
312
$15.1M 0.06%
124,818
+2,005
313
$15M 0.06%
205,947
-1,296
314
$14.9M 0.06%
204,690
+3,244
315
$14.9M 0.06%
179,687
+773
316
$14.9M 0.06%
119,167
+566
317
$14.8M 0.06%
289,920
+12,264
318
$14.8M 0.06%
224,624
-6,745
319
$14.8M 0.06%
842,696
-8,449
320
$14.7M 0.06%
956,511
+261,175
321
$14.6M 0.06%
196,141
+2,573
322
$14.5M 0.06%
66,563
+1,310
323
$14.5M 0.06%
137,408
+2,806
324
$14.2M 0.06%
918,758
-4,231
325
$14.2M 0.06%
1,032,900
+6,450
11 12
13
14 15