We are live on ! Find out more
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
$20.4B
AUM Growth
+$1.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$19.3M
3
+$15.6M
4
NVS icon
Novartis
NVS
+$14.8M
5
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$14.6M

Top Sells

1
+$39.7M
2
+$20.8M
3
+$19.1M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$13M
5
LLTC
Linear Technology Corp
LLTC
+$12.5M

Sector Composition

1 Financials 16.37%
2 Technology 15.95%
3 Healthcare 14.48%
4 Communication Services 9.97%
5 Industrials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-6,279
677
– –
-26,496
678
– –
-74,606
679
– –
-165,751
680
– –
-5,837
681
– –
-10,000
682
– –
-200,844
683
– –
-966,040
684
– –
-238,745
685
– –
-6,067
686
– –
-65,614
687
– –
-8,400
688
– –
-58,652
24 25 26 27
28