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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
$16B
AUM Growth
-$679M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$35.1M
3
+$31.1M
4
AAPL icon
Apple
AAPL
+$17.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$17.7M

Top Sells

1
+$40.3M
2
+$37.4M
3
+$33.9M
4
CMCSA icon
Comcast
CMCSA
+$15.7M
5
BAX icon
Baxter International
BAX
+$14.7M

Sector Composition

1 Financials 15.62%
2 Healthcare 15.6%
3 Technology 14.67%
4 Industrials 9.53%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$67K ﹤0.01%
14,353
652
$52K ﹤0.01%
1,724
653
$24K ﹤0.01%
146
654
$2K ﹤0.01%
+1,333
655
– –
-6,661
656
– –
-8,079
657
– –
-5,360
658
– –
-4,015
659
– –
-11,500
660
– –
-7,500
661
– –
-2,205
662
– –
-435
663
– –
-3,868
664
– –
-336
665
– –
-738
666
– –
-1,740
667
– –
-9,521
668
– –
-4,140
669
– –
-5,401
670
– –
-270
671
– –
-3,825
672
– –
-2,870
673
– –
-32,077
674
– –
-5,912
675
– –
-3,691
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