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
301
$16.6M 0.06%
80,513
+216
302
$16.5M 0.06%
129,332
-3,259
303
$16.5M 0.06%
360,477
+1,145
304
$16.3M 0.06%
356,161
+16,362
305
$16.3M 0.06%
519,752
+1,592
306
$16.3M 0.06%
348,975
+835
307
$16.3M 0.06%
158,062
-21
308
$16.2M 0.06%
80,525
-385
309
$16M 0.06%
160,462
+643
310
$16M 0.06%
228,411
+573
311
$15.9M 0.05%
177,032
-975
312
$15.7M 0.05%
395,795
+541
313
$15.6M 0.05%
70,342
+188
314
$15.5M 0.05%
43,541
+125
315
$15.4M 0.05%
116,485
+304
316
$15.2M 0.05%
153,297
-923
317
$15M 0.05%
38,975
+45
318
$14.9M 0.05%
83,358
+229
319
$14.8M 0.05%
240,042
+648
320
$14.8M 0.05%
222,746
+603
321
$14.7M 0.05%
49,566
+124
322
$14.7M 0.05%
79,861
+274
323
$14.6M 0.05%
69,800
+170
324
$14.6M 0.05%
60,207
+222
325
$14.6M 0.05%
155,180
+688
11 12
13
14 15