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
426
$9.4M 0.03%
97,422
-1,199
427
$9.34M 0.03%
248,901
+1,288
428
$9.28M 0.03%
40,780
+8,194
429
$9.28M 0.03%
64,963
-328
430
$9.28M 0.03%
349,831
+940
431
$9.24M 0.03%
108,416
+133
432
$9.23M 0.03%
85,481
+212
433
$9.16M 0.03%
370,753
+1,069
434
$9.14M 0.03%
44,815
435
$9.06M 0.03%
27,366
+81
436
$9.03M 0.03%
218,410
+546
437
$9.03M 0.03%
194,682
+489
438
$8.98M 0.03%
113,106
+503
439
$8.95M 0.03%
66,082
+165
440
$8.92M 0.03%
57,111
+142
441
$8.9M 0.03%
21,876
+54
442
$8.81M 0.03%
1,973
+5
443
$8.76M 0.03%
45,711
+114
444
$8.74M 0.03%
169,629
-2,070
445
$8.74M 0.03%
77,984
-3,015
446
$8.71M 0.03%
50,080
-14,427
447
$8.66M 0.03%
225,862
+2,468
448
$8.63M 0.03%
43,785
-619
449
$8.62M 0.03%
30,340
+43
450
$8.42M 0.03%
78,152
+196
16 17
18
19 20