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
1001
$15K ﹤0.01%
+93
1002
$15K ﹤0.01%
+555
1003
$15K ﹤0.01%
+272
1004
$15K ﹤0.01%
+950
1005
$15K ﹤0.01%
+316
1006
$15K ﹤0.01%
+205
1007
$14K ﹤0.01%
+1,838
1008
$14K ﹤0.01%
+413
1009
$13K ﹤0.01%
+330
1010
$13K ﹤0.01%
+420
1011
$12K ﹤0.01%
+250
1012
$12K ﹤0.01%
+250
1013
$12K ﹤0.01%
+454
1014
$12K ﹤0.01%
+200
1015
$12K ﹤0.01%
+153
1016
$12K ﹤0.01%
+327
1017
$12K ﹤0.01%
+500
1018
$11K ﹤0.01%
+1,194
1019
$11K ﹤0.01%
+1,000
1020
$11K ﹤0.01%
+169
1021
$11K ﹤0.01%
+40
1022
$11K ﹤0.01%
+36
1023
$11K ﹤0.01%
+213
1024
$11K ﹤0.01%
+557
1025
$11K ﹤0.01%
+275
39 40
41
42 43