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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
$16B
AUM Growth
+$547M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$26.9M
3
+$11.7M
4
WAFD icon
WaFd
WAFD
+$10.1M
5
LVLT
Level 3 Communications Inc
LVLT
+$9.72M

Top Sells

1
+$9.4M
2
+$8.94M
3
+$8.66M
4
VLO icon
Valero Energy
VLO
+$6.49M
5
MON
Monsanto Co
MON
+$6.17M

Sector Composition

1 Financials 15.22%
2 Healthcare 14.98%
3 Technology 14.77%
4 Industrials 9.97%
5 Consumer Staples 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$7K ﹤0.01%
156
-242
702
$7K ﹤0.01%
180
703
$7K ﹤0.01%
136
704
$4K ﹤0.01%
100
705
$2K ﹤0.01%
54
-2,515
706
$2K ﹤0.01%
50
-100
707
$1K ﹤0.01%
+57
708
– –
-14,805
709
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-17,750
710
– –
-38,799
711
– –
-11,649
712
– –
-10,538
713
– –
-8,255
714
– –
-5,170
715
– –
-151,890
716
– –
-7,972
717
– –
-6,233
718
– –
-5,596
719
– –
-11,297
720
– –
-1,737
721
– –
-7,793
722
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723
– –
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724
– –
-12,700
725
– –
-75,919
26 27 28
29
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