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
901
$32K ﹤0.01%
+746
902
$32K ﹤0.01%
+2,050
903
$32K ﹤0.01%
+214
904
$31K ﹤0.01%
+1,912
905
$31K ﹤0.01%
+6,681
906
$31K ﹤0.01%
+537
907
$31K ﹤0.01%
+1,260
908
$31K ﹤0.01%
+1,450
909
$31K ﹤0.01%
+1,620
910
$31K ﹤0.01%
+559
911
$31K ﹤0.01%
+357
912
$30K ﹤0.01%
+1,889
913
$30K ﹤0.01%
+169
914
$29K ﹤0.01%
+600
915
$29K ﹤0.01%
+683
916
$29K ﹤0.01%
+182
917
$29K ﹤0.01%
+1,363
918
$29K ﹤0.01%
+337
919
$28K ﹤0.01%
+1,596
920
$28K ﹤0.01%
+4,600
921
$28K ﹤0.01%
+829
922
$28K ﹤0.01%
+405
923
$28K ﹤0.01%
+1,130
924
$28K ﹤0.01%
+915
925
$28K ﹤0.01%
+424
35 36
37
38 39