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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
326
$14.6M 0.04%
116,161
-6,482
327
$14.4M 0.04%
138,390
-4,370
328
$14.3M 0.04%
134,560
-3,330
329
$14.2M 0.04%
59,776
-2,267
330
$14.2M 0.04%
73,277
-2,530
331
$14.1M 0.04%
101,631
-3,442
332
$14.1M 0.04%
57,543
-1,932
333
$14.1M 0.04%
131,500
334
$14.1M 0.04%
378,100
-13,027
335
$14M 0.04%
138,495
+13,228
336
$14M 0.04%
23,952
-821
337
$14M 0.04%
532,253
-19,423
338
$14M 0.04%
149,532
+1,608
339
$13.9M 0.04%
276,317
-17,162
340
$13.8M 0.04%
96,170
-2,735
341
$13.6M 0.04%
109,979
+21,767
342
$13.5M 0.04%
190,653
-10,980
343
$13.5M 0.04%
96,099
-3,845
344
$13.5M 0.04%
189,398
-4,654
345
$13.5M 0.04%
200,136
-6,981
346
$13.4M 0.04%
10,944
-465
347
$13.4M 0.04%
54,264
+1,368
348
$13.3M 0.04%
100,981
-5,173
349
$13.2M 0.04%
46,007
-1,951
350
$13.2M 0.04%
80,495
-2,751
12 13
14
15 16