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
$29.4B
AUM Growth
+$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$19.5M
3
+$19.5M
4
MMM icon
3M
MMM
+$11.9M
5
CRL icon
Charles River Laboratories
CRL
+$11.8M

Top Sells

1
+$75.8M
2
+$66.5M
3
+$47.9M
4
META icon
Meta Platforms (Facebook)
META
+$29.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$26.5M

Sector Composition

1 Technology 24.81%
2 Financials 13.89%
3 Healthcare 13.82%
4 Consumer Discretionary 10.96%
5 Communication Services 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$8.61M 0.03%
160,190
-655
452
$8.59M 0.03%
249,082
-12,834
453
$8.58M 0.03%
179,618
-8,891
454
$8.55M 0.03%
41,698
-2,313
455
$8.38M 0.03%
156,047
-13,834
456
$8.22M 0.03%
60,731
-3,413
457
$8.2M 0.03%
67,065
-3,546
458
$8.14M 0.03%
250,665
-11,537
459
$8.09M 0.03%
67,982
-3,971
460
$8.06M 0.03%
92,061
-4,257
461
$8.04M 0.03%
57,752
-3,557
462
$8.04M 0.03%
88,794
-4,070
463
$7.94M 0.03%
84,743
-5,097
464
$7.84M 0.03%
143,505
-9,800
465
$7.79M 0.03%
183,983
-9,589
466
$7.74M 0.03%
47,334
-3,725
467
$7.74M 0.03%
208,330
-16,069
468
$7.73M 0.03%
177,693
-8,775
469
$7.71M 0.03%
81,524
-4,206
470
$7.7M 0.03%
34,460
-1,918
471
$7.54M 0.03%
93,537
-5,014
472
$7.43M 0.03%
173,818
-8,417
473
$7.28M 0.02%
49,685
-2,554
474
$7.25M 0.02%
97,663
-6,200
475
$7.24M 0.02%
94,651
-5,122
17 18
19
20 21