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
$14.4B
AUM Growth
+$429M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.7M
3
+$10.7M
4
AIG icon
American International
AIG
+$10.6M
5
NVDA icon
NVIDIA
NVDA
+$10M

Top Sells

1
+$20M
2
+$10.1M
3
+$9.87M
4
DG icon
Dollar General
DG
+$8.97M
5
SLM icon
SLM Corp
SLM
+$7.56M

Sector Composition

1 Financials 14.39%
2 Technology 14.07%
3 Healthcare 13.88%
4 Energy 10.68%
5 Industrials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$103K ﹤0.01%
+2,576
677
$87K ﹤0.01%
+2,527
678
$81K ﹤0.01%
1,078
+715
679
$73K ﹤0.01%
8,775
680
$67K ﹤0.01%
14,353
681
$65K ﹤0.01%
+720
682
$58K ﹤0.01%
+57,939
683
$46K ﹤0.01%
500
684
$30K ﹤0.01%
+576
685
$29K ﹤0.01%
+2,307
686
$27K ﹤0.01%
+20,000
687
$17K ﹤0.01%
+2,154
688
$14K ﹤0.01%
+270
689
$13K ﹤0.01%
+112
690
$12K ﹤0.01%
+550
691
$11K ﹤0.01%
+136
692
$10K ﹤0.01%
+738
693
$9K ﹤0.01%
+180
694
$9K ﹤0.01%
+612
695
$9K ﹤0.01%
+185
696
$9K ﹤0.01%
+105
697
$9K ﹤0.01%
+253
698
$8K ﹤0.01%
+260
699
$8K ﹤0.01%
+123
700
$6K ﹤0.01%
+55
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