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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
$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
1001
-1,389
1002
-150
1003
-1,000
1004
-1,292
1005
-15
1006
-4,355
1007
-825
1008
-570
1009
-287
1010
-1,500
1011
-156
1012
-1,820
1013
-1,678
1014
-514
1015
-107
1016
-1,000
1017
-3,148
1018
-34
1019
-2,000
1020
-2,388
1021
-1,379
1022
-446
1023
-270
1024
-829
1025
-1,194