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

Top Buys

1
+$32.5M
2
+$19.5M
3
+$19.5M
4
MMM icon
3M
MMM
+$11.9M
5
CRL icon
Charles River Laboratories
CRL
+$11.8M

Top Sells

1
+$75.8M
2
+$66.5M
3
+$47.9M
4
META icon
Meta Platforms (Facebook)
META
+$29.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$26.5M

Sector Composition

1 Technology 24.81%
2 Financials 13.89%
3 Healthcare 13.82%
4 Consumer Discretionary 10.96%
5 Communication Services 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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686
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689
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690
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