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
951
$23K ﹤0.01%
+1,535
952
$23K ﹤0.01%
+733
953
$23K ﹤0.01%
+733
954
$22K ﹤0.01%
+216
955
$22K ﹤0.01%
+1,000
956
$22K ﹤0.01%
+1,292
957
$22K ﹤0.01%
+287
958
$22K ﹤0.01%
+400
959
$22K ﹤0.01%
+780
960
$21K ﹤0.01%
+160
961
$21K ﹤0.01%
+821
962
$21K ﹤0.01%
+289
963
$21K ﹤0.01%
+352
964
$21K ﹤0.01%
+200
965
$21K ﹤0.01%
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966
$21K ﹤0.01%
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967
$21K ﹤0.01%
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968
$21K ﹤0.01%
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969
$21K ﹤0.01%
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970
$21K ﹤0.01%
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971
$20K ﹤0.01%
+874
972
$20K ﹤0.01%
+3,148
973
$20K ﹤0.01%
+380
974
$20K ﹤0.01%
+715
975
$19K ﹤0.01%
+350
37 38
39
40 41