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
351
$13M 0.04%
32,576
-65
352
$12.9M 0.04%
58,103
+147
353
$12.9M 0.04%
452,002
+1,130
354
$12.8M 0.04%
106,779
+915
355
$12.8M 0.04%
162,335
-6,084
356
$12.7M 0.04%
26,050
+66
357
$12.6M 0.04%
864,471
-3,003
358
$12.5M 0.04%
59,898
+5,121
359
$12.5M 0.04%
558,659
+283
360
$12.4M 0.04%
91,191
+226
361
$12.4M 0.04%
118,748
+276
362
$12.4M 0.04%
245,998
+614
363
$12.3M 0.04%
112,361
+1,289
364
$12.2M 0.04%
174,211
-1,827
365
$12.2M 0.04%
48,820
+124
366
$12.1M 0.04%
108,683
+5,018
367
$11.8M 0.04%
130,273
-2,589
368
$11.8M 0.04%
383,903
+59
369
$11.8M 0.04%
468,078
+1,172
370
$11.7M 0.04%
+35,112
371
$11.7M 0.04%
97,687
+244
372
$11.6M 0.04%
256,320
+719
373
$11.6M 0.04%
37,378
+99
374
$11.3M 0.04%
134,820
+354
375
$11.3M 0.04%
85,699
+239
13 14
15
16 17