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
$24.2B
AUM Growth
+$3.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$35.4M
3
+$22.8M
4
VZ icon
Verizon
VZ
+$20.8M
5
AMZN icon
Amazon
AMZN
+$15.7M

Top Sells

1
+$44.6M
2
+$41.9M
3
+$19.2M
4
APC
Anadarko Petroleum
APC
+$14.9M
5
NDAQ icon
Nasdaq
NDAQ
+$13M

Sector Composition

1 Technology 19.05%
2 Financials 15.76%
3 Healthcare 13.67%
4 Communication Services 10.26%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7.98M 0.03%
207,844
-763
452
$7.96M 0.03%
61,737
-573
453
$7.86M 0.03%
283,170
-800
454
$7.8M 0.03%
239,539
+4,057
455
$7.8M 0.03%
33,104
-338
456
$7.71M 0.03%
77,643
-1,262
457
$7.68M 0.03%
77,419
-837
458
$7.63M 0.03%
236,610
-13,968
459
$7.62M 0.03%
45,265
-547
460
$7.6M 0.03%
117,832
-3,610
461
$7.59M 0.03%
48,379
-1,501
462
$7.58M 0.03%
34,057
-1,541
463
$7.56M 0.03%
99,937
-2,827
464
$7.47M 0.03%
151,513
-6,605
465
$7.39M 0.03%
289,644
-2,741
466
$7.32M 0.03%
83,442
-4,635
467
$7.22M 0.03%
135,592
-1,223
468
$7.21M 0.03%
313,593
-2,911
469
$7.21M 0.03%
51,939
-709
470
$7.1M 0.03%
323,209
-15,257
471
$7.06M 0.03%
192,037
-2,621
472
$7.05M 0.03%
428,110
-33,305
473
$6.96M 0.03%
209,952
-161,392
474
$6.9M 0.03%
354,765
-9,548
475
$6.82M 0.03%
50,029
-1,860
17 18
19
20 21