Chevy Chase Trust

Chevy Chase Trust Portfolio holdings

AUM $34.4B
1-Year Est. Return 23.59%
This Quarter Est. Return
1 Year Est. Return
+23.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.1B
AUM Growth
+$1.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1 +$75.5M
2 +$22.7M
3 +$19.2M
4
SBAC icon
SBA Communications
SBAC
+$15.1M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$15.1M

Top Sells

1 +$61.8M
2 +$46.6M
3 +$20M
4
AIG icon
American International
AIG
+$12.1M
5
WFM
Whole Foods Market Inc
WFM
+$11.6M

Sector Composition

1 Financials 16.64%
2 Technology 16.52%
3 Healthcare 14.99%
4 Communication Services 9.92%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$0 ﹤0.01%
20
-336,884
702
-10,490
703
-3,903
704
-8,065
705
-2,081
706
-7,079
707
-2,600
708
$0 ﹤0.01%
+200
709
-125,349
710
$0 ﹤0.01%
+3