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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
576
$904K ﹤0.01%
7,500
577
$900K ﹤0.01%
7,684
+680
578
$882K ﹤0.01%
51,401
579
$859K ﹤0.01%
10,500
580
$802K ﹤0.01%
2,456
+571
581
$730K ﹤0.01%
8,900
-19
582
$722K ﹤0.01%
6,024
-450
583
$704K ﹤0.01%
8,984
-363
584
$685K ﹤0.01%
33,893
-4,172
585
$629K ﹤0.01%
4,235
+470
586
$603K ﹤0.01%
18,419
587
$574K ﹤0.01%
5,474
-1,450
588
$557K ﹤0.01%
33,246
-44
589
$524K ﹤0.01%
18,779
-246
590
$512K ﹤0.01%
24,261
-870
591
$502K ﹤0.01%
2,325
-250
592
$486K ﹤0.01%
2,676
593
$481K ﹤0.01%
4,350
+103
594
$471K ﹤0.01%
3,373
-275
595
$448K ﹤0.01%
5,604
+714
596
$448K ﹤0.01%
11,005
597
$438K ﹤0.01%
3,200
+300
598
$417K ﹤0.01%
263,693
-1,459,546
599
$410K ﹤0.01%
1,035
-1,382
600
$376K ﹤0.01%
6,566
22 23
24
25 26