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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
376
$11.9M 0.03%
1,475
-79
377
$11.7M 0.03%
152,922
-5,516
378
$11.7M 0.03%
220,138
-8,913
379
$11.7M 0.03%
449,085
-21,438
380
$11.7M 0.03%
22,286
-491
381
$11.6M 0.03%
112,413
-3,863
382
$11.6M 0.03%
131,876
-5,758
383
$11.5M 0.03%
60,620
-2,084
384
$11.5M 0.03%
178,180
-3,258
385
$11.4M 0.03%
324,171
-15,184
386
$11.3M 0.03%
266,466
+4,528
387
$11.3M 0.03%
137,815
-4,798
388
$11.2M 0.03%
+228,372
389
$11.2M 0.03%
152,765
-5,231
390
$11.1M 0.03%
35,925
-1,246
391
$10.9M 0.03%
196,399
-6,832
392
$10.8M 0.03%
68,078
-2,667
393
$10.8M 0.03%
743,751
+231,202
394
$10.7M 0.03%
435,124
-18,973
395
$10.7M 0.03%
114,200
-5,264
396
$10.6M 0.03%
54,801
-2,147
397
$10.5M 0.03%
119,604
-4,179
398
$10.5M 0.03%
75,171
-2,570
399
$10.4M 0.03%
240,301
-8,322
400
$10.4M 0.03%
36,043
-1,191
14 15
16
17 18