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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
301
$16.6M 0.05%
444,768
+43,526
302
$16.5M 0.05%
672,037
-24,038
303
$16.3M 0.04%
118,581
-26,952
304
$16.3M 0.04%
63,394
-2,422
305
$16.2M 0.04%
231,953
-6,436
306
$16.2M 0.04%
62,187
-2,369
307
$16M 0.04%
554,078
-499
308
$15.9M 0.04%
165,216
-7,292
309
$15.9M 0.04%
48,528
-2,403
310
$15.9M 0.04%
979,395
-35,692
311
$15.9M 0.04%
117,344
-4,739
312
$15.9M 0.04%
80,401
-5,033
313
$15.7M 0.04%
90,763
-5,404
314
$15.7M 0.04%
275,390
-9,626
315
$15.7M 0.04%
+227,511
316
$15.7M 0.04%
24,096
+22,845
317
$15.4M 0.04%
150,731
-5,109
318
$15.4M 0.04%
87,837
-3,440
319
$15.3M 0.04%
108,324
-3,765
320
$15.3M 0.04%
184,583
-28,627
321
$15.1M 0.04%
252,519
-8,559
322
$15.1M 0.04%
338,152
-14,772
323
$15M 0.04%
106,033
-3,666
324
$14.8M 0.04%
79,315
-2,794
325
$14.7M 0.04%
163,870
+78,172
11 12
13
14 15