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
$29.4B
AUM Growth
+$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$18.5M
3
+$18.3M
4
MMM icon
3M
MMM
+$12M
5
CRL icon
Charles River Laboratories
CRL
+$10.7M

Top Sells

1
+$71.7M
2
+$62.4M
3
+$46.2M
4
META icon
Meta Platforms (Facebook)
META
+$27.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$25.2M

Sector Composition

1 Technology 24.81%
2 Financials 13.89%
3 Healthcare 13.82%
4 Consumer Discretionary 10.96%
5 Communication Services 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-4,150
677
– –
-100,282
678
– –
-4,000
679
– –
-15,294
680
– –
-7,608
681
– –
-1,000
682
– –
-5,500
683
– –
-112
684
– –
-16,667
685
– –
-4,510
686
– –
-3,500
687
– –
-22,050
688
– –
-3,740
689
– –
-123,118
690
– –
-61,636
24 25 26 27
28