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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
$14.4B
AUM Growth
+$429M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$10.9M
3
+$10.4M
4
AIG icon
American International
AIG
+$10.3M
5
NVDA icon
NVIDIA
NVDA
+$10.1M

Top Sells

1
+$18.3M
2
+$10.1M
3
+$8.94M
4
MU icon
Micron Technology
MU
+$8.17M
5
SLM icon
SLM Corp
SLM
+$7.56M

Sector Composition

1 Financials 14.39%
2 Technology 14%
3 Healthcare 13.88%
4 Energy 10.68%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$5K ﹤0.01%
+150
702
$3K ﹤0.01%
+50
703
$1K ﹤0.01%
+37
704
– –
-193,640
705
– –
-23,005
706
– –
-5,138
707
– –
-176,169
708
– –
-864,364
709
– –
-34,430
710
– –
-15,850
711
– –
-18,382
712
– –
-120,904
713
– –
-4,500
714
– –
-102,110
715
– –
-109,157
716
– –
-10,000
717
– –
-4,534
718
– –
-396,697
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