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
726
$83K ﹤0.01%
+463
727
$83K ﹤0.01%
+1,396
728
$83K ﹤0.01%
+1,716
729
$83K ﹤0.01%
+698
730
$81K ﹤0.01%
+1,130
731
$81K ﹤0.01%
+2,388
732
$81K ﹤0.01%
+559
733
$80K ﹤0.01%
+374
734
$80K ﹤0.01%
+1,800
735
$80K ﹤0.01%
+869
736
$80K ﹤0.01%
+700
737
$79K ﹤0.01%
+1,705
738
$79K ﹤0.01%
+3,500
739
$79K ﹤0.01%
+528
740
$78K ﹤0.01%
+2,421
741
$75K ﹤0.01%
+600
742
$73K ﹤0.01%
+979
743
$73K ﹤0.01%
+1,182
744
$73K ﹤0.01%
+2,687
745
$73K ﹤0.01%
+1,500
746
$71K ﹤0.01%
+1,200
747
$70K ﹤0.01%
+1,000
748
$70K ﹤0.01%
+1,307
749
$69K ﹤0.01%
+1,000
750
$69K ﹤0.01%
+644
28 29
30
31 32