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
$24.2B
AUM Growth
+$3.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$35.4M
3
+$22.8M
4
VZ icon
Verizon
VZ
+$20.8M
5
AMZN icon
Amazon
AMZN
+$15.7M

Top Sells

1
+$44.6M
2
+$41.9M
3
+$19.2M
4
APC
Anadarko Petroleum
APC
+$14.9M
5
NDAQ icon
Nasdaq
NDAQ
+$13M

Sector Composition

1 Technology 19.05%
2 Financials 15.76%
3 Healthcare 13.67%
4 Communication Services 10.26%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.95M 0.01%
35,347
-506
552
$1.95M 0.01%
6
553
$1.93M 0.01%
90,654
-2,734
554
$1.93M 0.01%
22,202
+14,250
555
$1.89M 0.01%
32,246
+2,324
556
$1.84M 0.01%
28,894
-89
557
$1.76M 0.01%
28,800
558
$1.63M 0.01%
27,333
559
$1.63M 0.01%
9,668
+153
560
$1.59M 0.01%
37,944
+26,075
561
$1.53M 0.01%
+16,614
562
$1.5M 0.01%
12,334
-66
563
$1.48M 0.01%
18,978
-2,153
564
$1.43M 0.01%
9,030
+5,866
565
$1.33M 0.01%
57,200
566
$1.31M 0.01%
24,805
+19,102
567
$1.29M 0.01%
71,484
-9,912
568
$1.26M 0.01%
100,842
-1,096
569
$1.22M 0.01%
13,961
570
$1.13M ﹤0.01%
12,710
-162
571
$1.09M ﹤0.01%
16,961
572
$1.09M ﹤0.01%
17,525
-4,327
573
$969K ﹤0.01%
13,504
-50
574
$951K ﹤0.01%
62,904
575
$922K ﹤0.01%
8,283
-837
21 22
23
24 25