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
626
$280K ﹤0.01%
5,035
-109
627
$280K ﹤0.01%
5,000
628
$271K ﹤0.01%
2,257
-1,652
629
$269K ﹤0.01%
6,000
-3,164
630
$267K ﹤0.01%
2,915
631
$261K ﹤0.01%
3,003
632
$252K ﹤0.01%
10,698
-289
633
$244K ﹤0.01%
4,100
-230
634
$238K ﹤0.01%
4,289
635
$236K ﹤0.01%
+9,576
636
$233K ﹤0.01%
1,800
637
– –
0
638
$231K ﹤0.01%
3,000
639
$225K ﹤0.01%
14,085
-1,050
640
$225K ﹤0.01%
3,723
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641
$224K ﹤0.01%
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642
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643
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644
$211K ﹤0.01%
4,164
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645
$203K ﹤0.01%
+4,590
646
$203K ﹤0.01%
+5,134
647
$194K ﹤0.01%
11,895
648
$191K ﹤0.01%
20,603
649
$172K ﹤0.01%
16,000
650
$156K ﹤0.01%
21,464
+926
24 25
26
27 28