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
$26.4B
AUM Growth
+$2.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,190
New
Increased
Reduced
Closed

Top Buys

1
+$65.1M
2
+$41.6M
3
+$34.3M
4
TFC icon
Truist Financial
TFC
+$26.8M
5
LVS icon
Las Vegas Sands
LVS
+$17.6M

Top Sells

1
+$59.7M
2
+$38.5M
3
+$26.4M
4
AAPL icon
Apple
AAPL
+$19.1M
5
BAC icon
Bank of America
BAC
+$12.9M

Sector Composition

1 Technology 20.55%
2 Financials 15.47%
3 Healthcare 14.23%
4 Communication Services 10.23%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$19K ﹤0.01%
+501
977
$19K ﹤0.01%
+1,555
978
$19K ﹤0.01%
+7,964
979
$19K ﹤0.01%
+27
980
$18K ﹤0.01%
+530
981
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+117
982
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+405
983
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+654
984
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985
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+399
986
$18K ﹤0.01%
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987
$17K ﹤0.01%
+996
988
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990
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+220
991
$17K ﹤0.01%
+500
992
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993
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994
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+100
995
$16K ﹤0.01%
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996
$16K ﹤0.01%
+298
997
$16K ﹤0.01%
+1,000
998
$15K ﹤0.01%
+200
999
$15K ﹤0.01%
+224
1000
$15K ﹤0.01%
+39
38 39
40
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