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
801
$52K ﹤0.01%
+599
802
$52K ﹤0.01%
+1,193
803
$52K ﹤0.01%
+400
804
$51K ﹤0.01%
+1,235
805
$51K ﹤0.01%
+598
806
$50K ﹤0.01%
+5,849
807
$49K ﹤0.01%
+1,750
808
$49K ﹤0.01%
+1,749
809
$49K ﹤0.01%
+3,278
810
$48K ﹤0.01%
+2,342
811
$48K ﹤0.01%
+7,500
812
$48K ﹤0.01%
+532
813
$48K ﹤0.01%
+1,601
814
$48K ﹤0.01%
+401
815
$47K ﹤0.01%
+360
816
$47K ﹤0.01%
10,000
817
$46K ﹤0.01%
+157
818
$46K ﹤0.01%
+3,305
819
$46K ﹤0.01%
+674
820
$46K ﹤0.01%
+1,536
821
$46K ﹤0.01%
+975
822
$45K ﹤0.01%
+718
823
$45K ﹤0.01%
+2,424
824
$45K ﹤0.01%
+384
825
$45K ﹤0.01%
+375
31 32
33
34 35