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
$29.4B
AUM Growth
+$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$19.5M
3
+$19.5M
4
MMM icon
3M
MMM
+$11.9M
5
CRL icon
Charles River Laboratories
CRL
+$11.8M

Top Sells

1
+$75.8M
2
+$66.5M
3
+$47.9M
4
META icon
Meta Platforms (Facebook)
META
+$29.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$26.5M

Sector Composition

1 Technology 24.81%
2 Financials 13.89%
3 Healthcare 13.82%
4 Consumer Discretionary 10.96%
5 Communication Services 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$11.2M 0.04%
24,203
-1,297
402
$11.1M 0.04%
188,136
-8,087
403
$11.1M 0.04%
71,926
-3,934
404
$11.1M 0.04%
379,746
-17,958
405
$11.1M 0.04%
424,548
-24,718
406
$11.1M 0.04%
773,222
-41,413
407
$11M 0.04%
209,328
-11,141
408
$10.9M 0.04%
2,193
-158
409
$10.9M 0.04%
95,214
-4,405
410
$10.9M 0.04%
71,771
-4,854
411
$10.9M 0.04%
115,885
-6,010
412
$10.9M 0.04%
186,426
-9,282
413
$10.8M 0.04%
206,188
-7,556
414
$10.6M 0.04%
48,384
-2,548
415
$10.6M 0.04%
56,891
-3,771
416
$10.6M 0.04%
463,518
-25,723
417
$10.6M 0.04%
184,886
-12,209
418
$10.5M 0.04%
47,099
-12,598
419
$10.3M 0.04%
170,994
-10,931
420
$10.2M 0.03%
27,406
-1,375
421
$10.2M 0.03%
87,363
-4,192
422
$10.2M 0.03%
161,196
-8,961
423
$10.1M 0.03%
116,898
-6,489
424
$10.1M 0.03%
369,548
-20,992
425
$10M 0.03%
119,117
-6,297
15 16
17
18 19