Chevy Chase Trust Portfolio holdings
AUM
$34.4B
This Quarter Return
+2.89%
1 Year Return
+23.59%
3 Year Return
+107.86%
5 Year Return
+189.12%
10 Year Return
+467.58%
AUM
$11.4B
AUM Growth
–
Cap. Flow
+$11.4B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
18.02%
Holding
643
New
643
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$312M |
| 2 |
Apple
AAPL
|
$280M |
| 3 |
Microsoft
MSFT
|
$215M |
| 4 |
Johnson & Johnson
JNJ
|
$200M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$187M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 15.08% |
| 2 | Technology | 14.03% |
| 3 | Healthcare | 12.87% |
| 4 | Energy | 10.38% |
| 5 | Consumer Staples | 9.78% |
