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
$26.4B
AUM Growth
+$2.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,190
New
Increased
Reduced
Closed

Top Buys

1
+$44.5M
2
+$38.5M
3
+$27.9M
4
LVS icon
Las Vegas Sands
LVS
+$19.5M
5
IAU icon
iShares Gold Trust
IAU
+$13.4M

Top Sells

1
+$59.7M
2
+$39M
3
+$26.4M
4
AAPL icon
Apple
AAPL
+$21.8M
5
BAC icon
Bank of America
BAC
+$14.1M

Sector Composition

1 Technology 20.57%
2 Financials 15.47%
3 Healthcare 14.23%
4 Communication Services 10.22%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$106K ﹤0.01%
+2,270
702
$106K ﹤0.01%
+4,355
703
$105K ﹤0.01%
+3,600
704
$105K ﹤0.01%
+3,500
705
$104K ﹤0.01%
+1,691
706
$103K ﹤0.01%
+7,353
707
$102K ﹤0.01%
+1,093
708
$101K ﹤0.01%
+405
709
$100K ﹤0.01%
+430
710
$99K ﹤0.01%
+842
711
$98K ﹤0.01%
+2,525
712
$96K ﹤0.01%
+2,412
713
$96K ﹤0.01%
+653
714
$95K ﹤0.01%
+5,714
715
$95K ﹤0.01%
+7,458
716
$95K ﹤0.01%
+1,177
717
$92K ﹤0.01%
+577
718
$91K ﹤0.01%
+593
719
$91K ﹤0.01%
+1,909
720
$90K ﹤0.01%
+1,235
721
$90K ﹤0.01%
+475
722
$88K ﹤0.01%
+820
723
$87K ﹤0.01%
+2,483
724
$86K ﹤0.01%
+450
725
$85K ﹤0.01%
+1,293
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