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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
$12.3B
AUM Growth
+$828M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$13.3M
3
+$13M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$12.4M
5
DAL icon
Delta Air Lines
DAL
+$11.2M

Top Sells

1
+$44.6M
2
+$14.9M
3
+$11.6M
4
AAPL icon
Apple
AAPL
+$7.21M
5
BHP icon
BHP
BHP
+$7.12M

Sector Composition

1 Financials 14.89%
2 Technology 13.86%
3 Healthcare 13.31%
4 Industrials 10.42%
5 Energy 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$6K ﹤0.01%
+12,393
652
– –
-3,218
653
– –
-2,377
654
– –
-9,592
655
– –
-78,561
656
– –
-10,625
657
– –
-8,734
658
– –
-10,100
659
– –
-68,383
660
– –
-3,002
661
– –
-90,379
662
– –
-2,116,664
663
– –
-1,368,940
664
– –
-425,682
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