Chevy Chase Trust

Chevy Chase Trust Portfolio holdings

AUM $37B
1-Year Est. Return 28.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.26%
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
+$65.1M
2
+$41.6M
3
+$34.3M
4
TFC icon
Truist Financial
TFC
+$26.8M
5
LVS icon
Las Vegas Sands
LVS
+$17.6M

Top Sells

1
+$59.7M
2
+$38.5M
3
+$26.4M
4
AAPL icon
Apple
AAPL
+$19.1M
5
BAC icon
Bank of America
BAC
+$12.9M

Sector Composition

1 Technology 20.55%
2 Financials 15.47%
3 Healthcare 14.23%
4 Communication Services 10.23%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$60K ﹤0.01%
+1,183
777
$59K ﹤0.01%
+512
778
$59K ﹤0.01%
+1,379
779
$59K ﹤0.01%
+2,972
780
$59K ﹤0.01%
+2,000
781
$59K ﹤0.01%
+984
782
$59K ﹤0.01%
+366
783
$58K ﹤0.01%
+2,000
784
$58K ﹤0.01%
+678
785
$57K ﹤0.01%
+1,539
786
$57K ﹤0.01%
+1,426
787
$54K ﹤0.01%
+3,450
788
$54K ﹤0.01%
+570
789
$54K ﹤0.01%
+966
790
$54K ﹤0.01%
+1,050
791
$53K ﹤0.01%
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792
$53K ﹤0.01%
+3,000
793
$53K ﹤0.01%
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794
$53K ﹤0.01%
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795
$52K ﹤0.01%
+475
796
$52K ﹤0.01%
+699
797
$52K ﹤0.01%
+1,418
798
$52K ﹤0.01%
+737
799
$52K ﹤0.01%
+2,803
800
$52K ﹤0.01%
+1,100
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