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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
501
$5.52M 0.02%
75,594
+1,982
502
$5.46M 0.02%
60,949
-2,140
503
$5.32M 0.01%
25,579
-285
504
$5.3M 0.01%
17,077
-3,098
505
$5.29M 0.01%
27,661
-968
506
$5.24M 0.01%
39,028
-2,364
507
$5.24M 0.01%
59,737
-3,021
508
$5.23M 0.01%
187,508
-8,370
509
$5.22M 0.01%
227,598
-8,799
510
$5.16M 0.01%
68,080
-1,494
511
$5.01M 0.01%
29,945
-1,271
512
$4.87M 0.01%
60,059
-2,089
513
$4.79M 0.01%
364,011
-12,631
514
$4.78M 0.01%
23,078
-202
515
$4.56M 0.01%
176,725
-3,043
516
$4.53M 0.01%
6
-3
517
$4.5M 0.01%
245,682
-8,459
518
$4.45M 0.01%
80,005
-2,798
519
$4.43M 0.01%
182,597
-8,000
520
$4.36M 0.01%
123,517
-6,724
521
$4.36M 0.01%
51,283
-529
522
$4.32M 0.01%
75,488
+5,805
523
$4.31M 0.01%
34,404
-1,585
524
$4.3M 0.01%
124,185
-5,064
525
$4.29M 0.01%
28,426
-1,498
19 20
21
22 23