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
901
$32K ﹤0.01%
+746
902
$32K ﹤0.01%
+2,050
903
$32K ﹤0.01%
+214
904
$31K ﹤0.01%
+6,681
905
$31K ﹤0.01%
+537
906
$31K ﹤0.01%
+1,260
907
$31K ﹤0.01%
+1,450
908
$31K ﹤0.01%
+1,620
909
$31K ﹤0.01%
+551
910
$31K ﹤0.01%
+357
911
$31K ﹤0.01%
+1,912
912
$30K ﹤0.01%
+1,889
913
$30K ﹤0.01%
+169
914
$29K ﹤0.01%
+683
915
$29K ﹤0.01%
+182
916
$29K ﹤0.01%
+1,363
917
$29K ﹤0.01%
+337
918
$29K ﹤0.01%
+600
919
$28K ﹤0.01%
+1,596
920
$28K ﹤0.01%
+829
921
$28K ﹤0.01%
+405
922
$28K ﹤0.01%
+1,130
923
$28K ﹤0.01%
+915
924
$28K ﹤0.01%
+424
925
$28K ﹤0.01%
+1,500
35 36
37
38 39