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
926
$28K ﹤0.01%
+4,600
927
$27K ﹤0.01%
+339
928
$27K ﹤0.01%
+403
929
$27K ﹤0.01%
+519
930
$27K ﹤0.01%
+1,500
931
$27K ﹤0.01%
+757
932
$26K ﹤0.01%
+1,000
933
$26K ﹤0.01%
+514
934
$26K ﹤0.01%
+562
935
$25K ﹤0.01%
+300
936
$25K ﹤0.01%
+500
937
$25K ﹤0.01%
+298
938
$25K ﹤0.01%
+368
939
$25K ﹤0.01%
+537
940
$25K ﹤0.01%
+400
941
$25K ﹤0.01%
+8,464
942
$25K ﹤0.01%
+700
943
$24K ﹤0.01%
+486
944
$24K ﹤0.01%
+319
945
$24K ﹤0.01%
+6,000
946
$24K ﹤0.01%
+366
947
$24K ﹤0.01%
+33
948
$23K ﹤0.01%
+1,324
949
$23K ﹤0.01%
+1,641
950
$23K ﹤0.01%
+240
36 37
38
39 40