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
826
$44K ﹤0.01%
+360
827
$44K ﹤0.01%
+5,750
828
$44K ﹤0.01%
+1,133
829
$43K ﹤0.01%
+1,322
830
$43K ﹤0.01%
+775
831
$43K ﹤0.01%
+2,844
832
$43K ﹤0.01%
+2,000
833
$43K ﹤0.01%
+1,237
834
$43K ﹤0.01%
+128
835
$43K ﹤0.01%
+619
836
$43K ﹤0.01%
+761
837
$42K ﹤0.01%
+1,602
838
$42K ﹤0.01%
+1,128
839
$41K ﹤0.01%
+1,450
840
$41K ﹤0.01%
+876
841
$41K ﹤0.01%
+518
842
$41K ﹤0.01%
+2,000
843
$41K ﹤0.01%
+1,000
844
$41K ﹤0.01%
+626
845
$41K ﹤0.01%
+1,897
846
$40K ﹤0.01%
+1,962
847
$40K ﹤0.01%
+2,900
848
$40K ﹤0.01%
+733
849
$40K ﹤0.01%
+150
850
$40K ﹤0.01%
+1,900
32 33
34
35 36