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
$25.3B
AUM Growth
-$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$42.7M
2
+$32.9M
3
+$29.6M
4
KVUE icon
Kenvue
KVUE
+$19.5M
5
AEP icon
American Electric Power
AEP
+$19.2M

Top Sells

1
+$40.3M
2
+$33.5M
3
+$21.2M
4
EL icon
Estee Lauder
EL
+$21M
5
NVDA icon
NVIDIA
NVDA
+$20.2M

Sector Composition

1 Technology 28.68%
2 Healthcare 13.83%
3 Financials 12.52%
4 Consumer Discretionary 10.01%
5 Communication Services 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
-6,800
627
– –
-979
628
– –
-2,309
629
– –
-5,300
630
– –
-10,058
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