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
426
$8.94M 0.02%
117,615
-4,075
427
$8.89M 0.02%
181,532
-6,864
428
$8.89M 0.02%
475,664
-45,322
429
$8.89M 0.02%
131,847
-4,335
430
$8.8M 0.02%
32,869
-1,166
431
$8.75M 0.02%
16,522
-559
432
$8.72M 0.02%
86,860
-5,127
433
$8.72M 0.02%
106,925
-6,063
434
$8.67M 0.02%
271,729
-32,971
435
$8.58M 0.02%
103,456
-5,581
436
$8.5M 0.02%
238,116
-24,819
437
$8.49M 0.02%
69,265
-3,137
438
$8.48M 0.02%
157,645
-21,503
439
$8.44M 0.02%
287,819
-13,275
440
$8.43M 0.02%
143,455
-5,019
441
$8.42M 0.02%
367,414
-11,605
442
$8.41M 0.02%
83,138
-898
443
$8.35M 0.02%
59,747
-2,082
444
$8.12M 0.02%
286,020
-2,271
445
$8.07M 0.02%
131,196
-4,310
446
$7.98M 0.02%
60,276
-2,437
447
$7.92M 0.02%
145,838
-5,345
448
$7.84M 0.02%
44,213
-1,640
449
$7.71M 0.02%
25,948
-913
450
$7.69M 0.02%
109,296
-4,570
16 17
18
19 20