Chevy Chase Trust

Chevy Chase Trust Portfolio holdings

AUM $37B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.5B
AUM Growth
-$4.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,184
New
Increased
Reduced
Closed

Top Buys

1 +$102M
2 +$43.9M
3 +$27.9M
4
AMZN icon
Amazon
AMZN
+$17.6M
5
MSFT icon
Microsoft
MSFT
+$14.2M

Sector Composition

1 Technology 22.71%
2 Healthcare 15.67%
3 Financials 13.55%
4 Communication Services 10.48%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
-706
902
-1,257
903
-1,596
904
-403
905
-821
906
-33
907
-1,309
908
-34
909
-1,000
910
-3,148
911
-829
912
-1,194
913
-48
914
-1,641
915
-80
916
-1,200
917
-4,729
918
-212
919
-416
920
-200
921
-405
922
-979
923
-157
924
-996
925
-109