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
876
$36K ﹤0.01%
+1,228
877
$36K ﹤0.01%
+483
878
$36K ﹤0.01%
+1,844
879
$36K ﹤0.01%
+488
880
$36K ﹤0.01%
+224
881
$36K ﹤0.01%
+1,266
882
$36K ﹤0.01%
+675
883
$35K ﹤0.01%
+634
884
$35K ﹤0.01%
+345
885
$35K ﹤0.01%
+300
886
$35K ﹤0.01%
+665
887
$35K ﹤0.01%
+766
888
$34K ﹤0.01%
+406
889
$34K ﹤0.01%
+561
890
$34K ﹤0.01%
+398
891
$34K ﹤0.01%
+1,263
892
$34K ﹤0.01%
+161
893
$34K ﹤0.01%
+4,269
894
$34K ﹤0.01%
+2,000
895
$33K ﹤0.01%
+1,114
896
$33K ﹤0.01%
+3,812
897
$33K ﹤0.01%
+852
898
$33K ﹤0.01%
+1,095
899
$33K ﹤0.01%
+416
900
$33K ﹤0.01%
+515
34 35
36
37 38