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
$21.5B
AUM Growth
-$4.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,184
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$43.9M
3
+$27.9M
4
AMZN icon
Amazon
AMZN
+$17.6M
5
MSFT icon
Microsoft
MSFT
+$14.2M

Top Sells

1
+$91.5M
2
+$41M
3
+$26.7M
4
CONE
CyrusOne Inc Common Stock
CONE
+$25.2M
5
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$24.7M

Sector Composition

1 Technology 22.71%
2 Healthcare 15.67%
3 Financials 13.55%
4 Communication Services 10.48%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-275
677
– –
-1,700
678
– –
-128
679
– –
-1,738
680
– –
-10,698
681
– –
-1,183
682
– –
-36
683
– –
-16
684
– –
-1,050
685
– –
-7,964
686
– –
-925
687
– –
-1,266
688
– –
-27
689
– –
-800
690
– –
-128
691
– –
-1,740
692
– –
-294
693
– –
0
694
– –
-1
695
– –
-200
696
– –
-49
697
– –
-5,849
698
– –
-136
699
– –
-1,500
700
– –
-700
26 27
28
29 30