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
$29.4B
AUM Growth
+$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$19.5M
3
+$19.5M
4
MMM icon
3M
MMM
+$11.9M
5
CRL icon
Charles River Laboratories
CRL
+$11.8M

Top Sells

1
+$75.8M
2
+$66.5M
3
+$47.9M
4
META icon
Meta Platforms (Facebook)
META
+$29.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$26.5M

Sector Composition

1 Technology 24.81%
2 Financials 13.89%
3 Healthcare 13.82%
4 Consumer Discretionary 10.96%
5 Communication Services 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$370K ﹤0.01%
5,585
-241
627
$369K ﹤0.01%
5,075
-353
628
$366K ﹤0.01%
8,000
629
$357K ﹤0.01%
1,999
+322
630
$340K ﹤0.01%
1,945
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631
$335K ﹤0.01%
944
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632
$334K ﹤0.01%
12,000
633
$333K ﹤0.01%
+4,950
634
$332K ﹤0.01%
2,446
635
$329K ﹤0.01%
9,000
636
$322K ﹤0.01%
1,000
637
$322K ﹤0.01%
10,688
+311
638
$317K ﹤0.01%
1,613
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639
$311K ﹤0.01%
8,393
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640
$288K ﹤0.01%
2,096
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641
$278K ﹤0.01%
4,150
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642
$275K ﹤0.01%
3,284
643
$274K ﹤0.01%
1,654
644
$269K ﹤0.01%
1,187
-54
645
$264K ﹤0.01%
3,000
646
$261K ﹤0.01%
2,240
-1,620
647
$260K ﹤0.01%
2,353
-841
648
$258K ﹤0.01%
2,629
649
$258K ﹤0.01%
+2,597
650
$257K ﹤0.01%
824
24 25
26
27 28