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
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%
+4,269
889
$34K ﹤0.01%
+406
890
$34K ﹤0.01%
+561
891
$34K ﹤0.01%
+398
892
$34K ﹤0.01%
+1,263
893
$34K ﹤0.01%
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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