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
526
$4.1M 0.01%
32,985
+83
527
$3.82M 0.01%
52,750
+1,412
528
$3.77M 0.01%
45,481
+7,099
529
$3.65M 0.01%
49,546
-1,853
530
$3.22M 0.01%
42,074
-537
531
$3.18M 0.01%
87,651
-539
532
$3.16M 0.01%
27,828
-1,401
533
$2.78M 0.01%
48,764
-445
534
$2.77M 0.01%
16,956
+443
535
$2.69M 0.01%
40,549
-544,048
536
$2.6M 0.01%
23,154
-115
537
$2.58M 0.01%
14,013
538
$2.54M 0.01%
56,597
-930
539
$2.46M 0.01%
46,767
540
$2.44M 0.01%
23,670
-1,797
541
$2.37M 0.01%
50,380
+1,101
542
$2.36M 0.01%
21,503
+53
543
$2.33M 0.01%
38,625
+859
544
$2.28M 0.01%
21,168
-1,271
545
$2.28M 0.01%
50,010
+1,362
546
$2.23M 0.01%
37,329
+26,317
547
$2.19M 0.01%
100,462
548
$2.13M 0.01%
27,854
-4,528
549
$2.04M 0.01%
131,055
+326
550
$2.01M 0.01%
7,226
-980
20 21
22
23 24