Chevy Chase Trust

Chevy Chase Trust Portfolio holdings

AUM $37B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
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
1026
-1,601
1027
-125
1028
-3
1029
-50
1030
-463
1031
-360
1032
-3,068
1033
-220
1034
-5,750
1035
-12
1036
-1,363
1037
-1,000
1038
-1,800
1039
-4,355
1040
-825
1041
-733
1042
-7,175
1043
-784
1044
-4,082
1045
-450
1046
-3,278
1047
-214
1048
-100
1049
-758
1050
-557