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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
526
$4.28M 0.01%
58,313
-3,085
527
$4.13M 0.01%
71,120
-3,743
528
$4.13M 0.01%
40,723
-942
529
$4.13M 0.01%
12,966
-210
530
$4.06M 0.01%
28,822
+894
531
$4.01M 0.01%
131,309
-5,043
532
$3.93M 0.01%
25,116
-827
533
$3.91M 0.01%
86,447
-4,178
534
$3.71M 0.01%
84,988
-38,286
535
$3.7M 0.01%
7,202
-7,929
536
$3.69M 0.01%
58,603
-2,381
537
$3.68M 0.01%
148,738
-5,207
538
$3.62M 0.01%
156,333
-7,438
539
$3.57M 0.01%
54,987
540
$3.57M 0.01%
53,855
-11,686
541
$3.44M 0.01%
76,591
-3,872
542
$3.43M 0.01%
26,636
-775
543
$3.33M 0.01%
9,112
544
$3.25M 0.01%
5,446
+86
545
$3.18M 0.01%
100,669
-3,531
546
$3.18M 0.01%
89,983
547
$3.01M 0.01%
+158,851
548
$2.88M 0.01%
20,667
-23,240
549
$2.64M 0.01%
19,870
-3,689
550
$2.43M 0.01%
89,868
-6,328
20 21
22
23 24