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
351
$12.4M 0.05%
247,359
-2,275
352
$12.4M 0.05%
404,942
+4,698
353
$12.4M 0.05%
126,937
+468
354
$12.4M 0.05%
321,543
+5,800
355
$12.4M 0.05%
892,931
-487
356
$12.3M 0.05%
213,053
-4,415
357
$12.3M 0.05%
216,079
-720
358
$12.2M 0.05%
84,831
-79,733
359
$12.1M 0.05%
126,360
+1,842
360
$12.1M 0.05%
248,520
+3,382
361
$12M 0.05%
54,252
+261
362
$12M 0.05%
165,488
+2,852
363
$12M 0.05%
233,898
+959
364
$12M 0.05%
622,203
+6,942
365
$11.9M 0.05%
399,630
+5,522
366
$11.9M 0.05%
74,809
+27
367
$11.7M 0.05%
95,874
+1,271
368
$11.7M 0.05%
84,972
+1,139
369
$11.6M 0.05%
430,958
+5,746
370
$11.6M 0.05%
438,762
-4,070
371
$11.6M 0.05%
682,572
-1,348
372
$11.5M 0.05%
106,820
-3,227
373
$11.5M 0.05%
+294,499
374
$11.5M 0.05%
144,455
+2,409
375
$11.4M 0.05%
148,147
+2,827
13 14
15
16 17