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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
$23.5B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$12.9M
3
+$12.5M
4
ACGL icon
Arch Capital
ACGL
+$12M
5
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$9.55M

Top Sells

1
+$120M
2
+$78.9M
3
+$45.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$45.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$43.2M

Sector Composition

1 Technology 24.13%
2 Healthcare 15.8%
3 Financials 13.85%
4 Consumer Discretionary 8.66%
5 Consumer Staples 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
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-410,654
652
– –
-245,082
653
– –
-77,059
654
– –
-219,962
655
– –
-94,726
656
– –
-18,629
657
– –
-10,750
658
– –
-2,754
659
– –
-7,913
660
– –
-18,750
661
– –
-944
662
– –
-44,815
663
– –
-2,000
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