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
401
$10.4M 0.04%
230,725
+3,125
402
$10.4M 0.04%
223,354
+1,618
403
$10.4M 0.04%
195,693
-4,199
404
$10.3M 0.04%
349,069
-1,859
405
$10.3M 0.04%
428,684
+5,762
406
$10.3M 0.04%
313,063
+800
407
$10.3M 0.04%
392,782
+2,817
408
$10.2M 0.04%
181,593
+611
409
$10M 0.04%
145,409
+2,118
410
$10M 0.04%
90,332
-4,470
411
$10M 0.04%
156,783
+2,385
412
$9.95M 0.04%
59,770
-203
413
$9.81M 0.04%
130,973
+743
414
$9.78M 0.04%
137,710
+1,851
415
$9.7M 0.04%
248,242
-5,772
416
$9.66M 0.04%
158,771
-375
417
$9.65M 0.04%
234,318
-4,279
418
$9.64M 0.04%
64,811
+759
419
$9.62M 0.04%
94,392
-1,527
420
$9.6M 0.04%
187,953
+2,480
421
$9.5M 0.04%
554,373
+7,379
422
$9.49M 0.04%
93,562
+1,250
423
$9.46M 0.04%
116,610
+1,620
424
$9.45M 0.04%
303,643
+4,790
425
$9.44M 0.04%
147,410
-45,390
15 16
17
18 19