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
$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
951
-44
952
-1,601
953
-80
954
-1,200
955
-4,729
956
-212
957
-416
958
-200
959
-405
960
-10
961
-200
962
-979
963
-157
964
-996
965
-109
966
-634
967
-1,114
968
-3,600
969
-2,155
970
-1,426
971
-2,324
972
-500
973
-3,810
974
-737
975
-2,972