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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
601
$344K ﹤0.01%
1,929
602
$344K ﹤0.01%
9,000
603
$341K ﹤0.01%
13,255
-250
604
$316K ﹤0.01%
2,911
605
$300K ﹤0.01%
1,600
606
$296K ﹤0.01%
3,138
607
$284K ﹤0.01%
3,200
608
$280K ﹤0.01%
21,562
+625
609
$269K ﹤0.01%
2,685
610
$264K ﹤0.01%
2,185
-104
611
$262K ﹤0.01%
+1,491
612
$259K ﹤0.01%
2,713
-200
613
$258K ﹤0.01%
8,250
-250
614
$250K ﹤0.01%
781
+44
615
$247K ﹤0.01%
4,449
+753
616
$237K ﹤0.01%
+1,033
617
$237K ﹤0.01%
1,695
618
$237K ﹤0.01%
9,953
619
$237K ﹤0.01%
1,625
620
$233K ﹤0.01%
+3,050
621
$225K ﹤0.01%
+744
622
$222K ﹤0.01%
1,350
-508
623
$207K ﹤0.01%
1,460
-300
624
$201K ﹤0.01%
1,925
-91
625
$142K ﹤0.01%
15,832
22 23 24
25
26