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
476
$7.11M 0.02%
389,434
+1,105
477
$7.11M 0.02%
78,574
-79
478
$6.82M 0.02%
63,282
-75
479
$6.61M 0.02%
92,646
+235
480
$6.55M 0.02%
100,245
-1,626
481
$6.55M 0.02%
133,032
+329
482
$6.39M 0.02%
77,960
+193
483
$6.37M 0.02%
43,962
+110
484
$6.36M 0.02%
15,276
-531
485
$6.29M 0.02%
34,600
+429
486
$6.29M 0.02%
150,036
-2,347
487
$6.24M 0.02%
554,034
+1,388
488
$6.13M 0.02%
35,473
-957
489
$6.1M 0.02%
88,718
-26,868
490
$6.06M 0.02%
95,481
+239
491
$6.05M 0.02%
113,273
+283
492
$6.02M 0.02%
89,976
+223
493
$5.98M 0.02%
91,159
-2,675
494
$5.96M 0.02%
54,342
+134
495
$5.9M 0.02%
158,718
-6,291
496
$5.89M 0.02%
216,049
+540
497
$5.62M 0.02%
82,246
+565
498
$5.62M 0.02%
55,854
+140
499
$5.61M 0.02%
163,762
+411
500
$5.51M 0.02%
+45,154
18 19
20
21 22