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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
551
$2.34M 0.01%
19,658
+526
552
$2.33M 0.01%
2,423,198
553
$2.24M 0.01%
18,919
-252
554
$2.2M 0.01%
63,675
+4,805
555
$2.13M 0.01%
3,541
+54
556
$1.9M 0.01%
13,756
-100
557
$1.77M ﹤0.01%
99,168
558
$1.77M ﹤0.01%
6,330
-57
559
$1.66M ﹤0.01%
7,787
-24,470
560
$1.65M ﹤0.01%
37,018
-1,148
561
$1.6M ﹤0.01%
4,507
562
$1.52M ﹤0.01%
5,991
-185
563
$1.45M ﹤0.01%
5,983
+74
564
$1.39M ﹤0.01%
25,760
-1,520
565
$1.31M ﹤0.01%
6,900
-600
566
$1.3M ﹤0.01%
9,242
+1,936
567
$1.21M ﹤0.01%
22,745
-497
568
$1.16M ﹤0.01%
607
+107
569
$1.13M ﹤0.01%
15,396
-369
570
$1.13M ﹤0.01%
5,474
-95
571
$1.08M ﹤0.01%
8,608
-13,895
572
$946K ﹤0.01%
29,672
+1,167
573
$922K ﹤0.01%
5,900
-825
574
$914K ﹤0.01%
10,186
575
$913K ﹤0.01%
15,240
+565
21 22
23
24 25