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
1026
$11K ﹤0.01%
+800
1027
$11K ﹤0.01%
+396
1028
$10K ﹤0.01%
+200
1029
$10K ﹤0.01%
+220
1030
$10K ﹤0.01%
+1,131
1031
$10K ﹤0.01%
+60
1032
$10K ﹤0.01%
+1,291
1033
$9K ﹤0.01%
+80
1034
$9K ﹤0.01%
+1,000
1035
$9K ﹤0.01%
+1,500
1036
$9K ﹤0.01%
+784
1037
$9K ﹤0.01%
+500
1038
$9K ﹤0.01%
+100
1039
$9K ﹤0.01%
+136
1040
$8K ﹤0.01%
+150
1041
$8K ﹤0.01%
+7
1042
$8K ﹤0.01%
+250
1043
$8K ﹤0.01%
+100
1044
$8K ﹤0.01%
+412
1045
$8K ﹤0.01%
+925
1046
$8K ﹤0.01%
+1,500
1047
$8K ﹤0.01%
+89
1048
$8K ﹤0.01%
+796
1049
$7K ﹤0.01%
+33
1050
$7K ﹤0.01%
+525
40 41
42
43 44