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Chevy Chase Trust

Chevy Chase Trust Portfolio holdings

AUM $34.7B
1-Year Est. Return 29.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$36.3B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$63.8M
2
+$43.1M
3
+$22.7M
4
XYZ
Block Inc
XYZ
+$21.1M
5
CVX icon
Chevron
CVX
+$19.8M

Top Sells

1
+$90M
2
+$73M
3
+$62.6M
4
META icon
Meta Platforms (Facebook)
META
+$30.1M
5
KAI icon
Kadant
KAI
+$27.9M

Sector Composition

1 Technology 34.95%
2 Financials 14.13%
3 Communication Services 10.06%
4 Consumer Discretionary 9.9%
5 Healthcare 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$96.4M 0.27%
598,846
+1,907
77
$96.1M 0.26%
947,050
-47,032
78
$95.5M 0.26%
518,225
+54,306
79
$91.9M 0.25%
552,355
-29,642
80
$91.4M 0.25%
446,452
-19,528
81
$91M 0.25%
78,035
-3,457
82
$90.2M 0.25%
417,475
-16,175
83
$89.6M 0.25%
133,856
-8,686
84
$88.4M 0.24%
176,992
-5,647
85
$87.6M 0.24%
654,367
-29,848
86
$86.7M 0.24%
140,928
-5,188
87
$86M 0.24%
467,959
-15,879
88
$86M 0.24%
503,464
+39,278
89
$84.8M 0.23%
888,029
-31,425
90
$84.5M 0.23%
239,560
-8,996
91
$83.5M 0.23%
386,812
-11,934
92
$82.7M 0.23%
2,406,054
+106,800
93
$80.5M 0.22%
552,306
-53,271
94
$79.3M 0.22%
351,555
+16,989
95
$79.2M 0.22%
280,645
-9,383
96
$78M 0.21%
160,290
-6,340
97
$77.1M 0.21%
623,327
-15,841
98
$75.5M 0.21%
2,249,754
-74,586
99
$75M 0.21%
2,941,543
-106,786
100
$74.6M 0.21%
199,332
-7,969
2 3
4
5 6