Chevy Chase Trust

Chevy Chase Trust Portfolio holdings

AUM $37B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.1B
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$17.1M
3
+$15.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.2M
5
CYRX icon
CryoPort
CYRX
+$9.54M

Top Sells

1
+$29.8M
2
+$17.8M
3
+$13.2M
4
MMM icon
3M
MMM
+$10.1M
5
ING icon
ING
ING
+$9.11M

Sector Composition

1 Technology 18.65%
2 Financials 15.72%
3 Healthcare 14.24%
4 Communication Services 10.14%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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659
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660
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