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
751
$69K ﹤0.01%
+1,274
752
$69K ﹤0.01%
+2,587
753
$69K ﹤0.01%
+1,507
754
$69K ﹤0.01%
+3,268
755
$68K ﹤0.01%
+620
756
$68K ﹤0.01%
+1,678
757
$68K ﹤0.01%
+2,876
758
$67K ﹤0.01%
+1,322
759
$67K ﹤0.01%
+1,820
760
$66K ﹤0.01%
+1,119
761
$66K ﹤0.01%
+550
762
$66K ﹤0.01%
+350
763
$66K ﹤0.01%
+800
764
$65K ﹤0.01%
+2,322
765
$65K ﹤0.01%
+992
766
$65K ﹤0.01%
+3,204
767
$65K ﹤0.01%
+2,500
768
$65K ﹤0.01%
+440
769
$64K ﹤0.01%
+7,175
770
$63K ﹤0.01%
+3,378
771
$63K ﹤0.01%
+2,178
772
$61K ﹤0.01%
+1,000
773
$61K ﹤0.01%
+377
774
$61K ﹤0.01%
+3,600
775
$60K ﹤0.01%
+1,257
29 30
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