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
401
$10.3M 0.04%
246,457
-6,975
402
$10.3M 0.04%
180,053
+5,503
403
$10.3M 0.04%
401,007
+1,165
404
$10.2M 0.04%
94,512
+248
405
$10.2M 0.04%
141,473
+388
406
$10.2M 0.04%
24,102
+61
407
$10.2M 0.04%
31,577
+79
408
$10.1M 0.03%
50,509
+125
409
$10.1M 0.03%
167,136
+408
410
$10.1M 0.03%
34,117
+75
411
$10.1M 0.03%
520,848
+3,485
412
$10M 0.03%
23,099
+149
413
$10M 0.03%
28,949
+81
414
$9.99M 0.03%
28,165
+70
415
$9.94M 0.03%
128,527
+322
416
$9.91M 0.03%
194,380
-881
417
$9.86M 0.03%
132,546
+352
418
$9.83M 0.03%
486,284
+3,833
419
$9.75M 0.03%
290,528
+848
420
$9.65M 0.03%
174,117
+468
421
$9.55M 0.03%
81,216
+203
422
$9.51M 0.03%
152,158
+378
423
$9.47M 0.03%
76,227
+165
424
$9.45M 0.03%
166,577
-2,417
425
$9.44M 0.03%
138,164
+346
15 16
17
18 19