Chevy Chase Trust Portfolio holdings
AUM
$34.4B
1-Year Return
23.59%
This Quarter Return
+6.57%
1 Year Return
+23.59%
3 Year Return
+107.86%
5 Year Return
+189.12%
10 Year Return
+467.58%
AUM
$32.6B
AUM Growth
+$1.28B
(+4.1%)
Cap. Flow
-$362M
Cap. Flow
% of AUM
-1.11%
Top 10 Holdings %
Top 10 Hldgs %
34.31%
Holding
638
New
24
Increased
94
Reduced
480
Closed
12
Top Buys
| 1 |
Apple
AAPL
|
$77.4M |
| 2 |
Palantir
PLTR
|
$40.2M |
| 3 |
Broadcom
AVGO
|
$39.9M |
| 4 |
Banco Santander
SAN
|
$22.5M |
| 5 |
Thermo Fisher Scientific
TMO
|
$20M |
Top Sells
| 1 |
Lam Research
LRCX
|
$77M |
| 2 |
Blackrock
BLK
|
$62.5M |
| 3 |
NVIDIA
NVDA
|
$55.5M |
| 4 |
Microsoft
MSFT
|
$46.1M |
| 5 |
Cadence Design Systems
CDNS
|
$17M |
Sector Composition
| 1 | Technology | 32.57% |
| 2 | Financials | 12.83% |
| 3 | Healthcare | 12.26% |
| 4 | Consumer Discretionary | 9.45% |
| 5 | Communication Services | 8.67% |
