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
$26.4B
AUM Growth
+$2.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,190
New
Increased
Reduced
Closed

Top Buys

1
+$44.5M
2
+$38.5M
3
+$27.9M
4
LVS icon
Las Vegas Sands
LVS
+$19.5M
5
IAU icon
iShares Gold Trust
IAU
+$13.4M

Top Sells

1
+$59.7M
2
+$39M
3
+$26.4M
4
AAPL icon
Apple
AAPL
+$21.8M
5
BAC icon
Bank of America
BAC
+$14.1M

Sector Composition

1 Technology 20.57%
2 Financials 15.47%
3 Healthcare 14.23%
4 Communication Services 10.22%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$137K ﹤0.01%
+2,584
677
$137K ﹤0.01%
+3,256
678
$136K ﹤0.01%
+8,648
679
$136K ﹤0.01%
+1,080
680
$135K ﹤0.01%
+758
681
$135K ﹤0.01%
+5,602
682
$130K ﹤0.01%
+1,389
683
$128K ﹤0.01%
+10,960
684
$126K ﹤0.01%
+8,698
685
$125K ﹤0.01%
+125,000
686
$124K ﹤0.01%
+1,600
687
$124K ﹤0.01%
+3,968
688
$123K ﹤0.01%
+2,000
689
$123K ﹤0.01%
+4,729
690
$122K ﹤0.01%
+2,481
691
$120K ﹤0.01%
+10,191
692
$119K ﹤0.01%
+416
693
$117K ﹤0.01%
+2,650
694
$112K ﹤0.01%
+2,000
695
$111K ﹤0.01%
+4,130
696
$110K ﹤0.01%
+2,545
697
$109K ﹤0.01%
+706
698
$109K ﹤0.01%
+3,024
699
$108K ﹤0.01%
+135
700
$107K ﹤0.01%
+2,680
26 27
28
29 30