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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
476
$6.25M 0.02%
38,422
-1,482
477
$6.22M 0.02%
27,398
-1,160
478
$6.2M 0.02%
19,780
-1,352
479
$6.1M 0.02%
83,736
-2,905
480
$6.01M 0.02%
55,370
-1,772
481
$5.97M 0.02%
262,125
-8,933
482
$5.91M 0.02%
41,340
-2,320
483
$5.9M 0.02%
192,116
-7,121
484
$5.89M 0.02%
595,258
-24,886
485
$5.88M 0.02%
28,778
-1,429
486
$5.87M 0.02%
78,998
-2,720
487
$5.83M 0.02%
75,750
-3,548
488
$5.82M 0.02%
54,532
-1,900
489
$5.81M 0.02%
71,470
+480
490
$5.79M 0.02%
+394,669
491
$5.77M 0.02%
20,026
-699
492
$5.68M 0.02%
230,745
-5,357
493
$5.64M 0.02%
19,670
-748
494
$5.62M 0.02%
75,610
-1,766
495
$5.62M 0.02%
161,974
-5,586
496
$5.61M 0.02%
81,498
-2,950
497
$5.58M 0.02%
25,751
-1,030
498
$5.54M 0.02%
73,177
-4,049
499
$5.53M 0.02%
37,162
-1,300
500
$5.53M 0.02%
43,086
-3,398
18 19
20
21 22