We are live on ! Find out more
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
401
$10.3M 0.03%
124,256
-5,001
402
$10.3M 0.03%
209,280
-12,007
403
$10.2M 0.03%
38,652
-2,077
404
$10.1M 0.03%
102,308
-3,305
405
$10M 0.03%
74,351
-8,097
406
$9.95M 0.03%
71,817
-2,322
407
$9.94M 0.03%
45,608
-1,582
408
$9.92M 0.03%
298,895
+46,631
409
$9.92M 0.03%
121,458
-4,562
410
$9.9M 0.03%
55,658
-2,728
411
$9.85M 0.03%
70,619
-2,305
412
$9.68M 0.03%
70,750
-4,604
413
$9.63M 0.03%
36,698
-1,250
414
$9.62M 0.03%
235,306
-6,757
415
$9.58M 0.03%
111,134
-3,884
416
$9.48M 0.03%
29,319
-1,016
417
$9.37M 0.03%
140,074
-4,348
418
$9.36M 0.03%
99,152
-5,287
419
$9.27M 0.03%
83,661
-3,242
420
$9.22M 0.03%
30,768
-1,054
421
$9.22M 0.03%
371,723
-13,454
422
$9.21M 0.03%
389,467
-13,682
423
$9.2M 0.03%
61,414
-2,552
424
$9.2M 0.03%
29,559
-306
425
$9.02M 0.02%
14,724
-160
15 16
17
18 19