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
851
$39K ﹤0.01%
+1,329
852
$39K ﹤0.01%
+878
853
$39K ﹤0.01%
+463
854
$39K ﹤0.01%
+400
855
$39K ﹤0.01%
+2,732
856
$39K ﹤0.01%
+1,000
857
$39K ﹤0.01%
+500
858
$39K ﹤0.01%
+1,813
859
$39K ﹤0.01%
+7,500
860
$38K ﹤0.01%
+1,309
861
$38K ﹤0.01%
+446
862
$38K ﹤0.01%
+1,690
863
$38K ﹤0.01%
+1,500
864
$38K ﹤0.01%
+737
865
$38K ﹤0.01%
+1,740
866
$38K ﹤0.01%
+2,625
867
$38K ﹤0.01%
+1,819
868
$38K ﹤0.01%
+1,433
869
$37K ﹤0.01%
+850
870
$37K ﹤0.01%
+614
871
$37K ﹤0.01%
+1,172
872
$37K ﹤0.01%
+750
873
$37K ﹤0.01%
+2,209
874
$37K ﹤0.01%
+1,228
875
$36K ﹤0.01%
+1,638
33 34
35
36 37