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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
351
$13.2M 0.04%
338,938
-11,546
352
$13.1M 0.04%
97,595
-5,160
353
$13.1M 0.04%
482,091
-18,796
354
$13.1M 0.04%
47,438
-3,165
355
$12.9M 0.04%
60,472
-3,983
356
$12.9M 0.04%
748,197
-21,284
357
$12.9M 0.04%
121,538
+7,151
358
$12.6M 0.03%
79,806
-2,807
359
$12.6M 0.03%
274,899
-5,373
360
$12.5M 0.03%
22,938
-910
361
$12.5M 0.03%
269,553
-9,533
362
$12.5M 0.03%
65,953
-2,558
363
$12.4M 0.03%
61,135
-2,221
364
$12.3M 0.03%
62,772
-2,214
365
$12.3M 0.03%
255,882
-15,222
366
$12.2M 0.03%
72,869
-2,430
367
$12.1M 0.03%
115,386
-4,716
368
$12.1M 0.03%
102,119
-5,321
369
$12.1M 0.03%
54,834
-1,912
370
$12M 0.03%
106,350
-3,417
371
$12M 0.03%
42,927
+178
372
$11.9M 0.03%
489,140
-26,248
373
$11.9M 0.03%
54,770
-1,930
374
$11.9M 0.03%
27,621
-1,071
375
$11.9M 0.03%
115,546
-7,268
13 14
15
16 17