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
1051
$7K ﹤0.01%
+1,731
1052
$6K ﹤0.01%
+150
1053
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+140
1054
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+212
1055
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+144
1056
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1057
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+128
1058
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+88
1059
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+438
1060
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+401
1061
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+57
1062
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+1,412
1063
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+125
1064
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+180
1065
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+200
1066
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+159
1067
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+111
1068
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1069
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+34
1070
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+111
1071
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+100
1072
$4K ﹤0.01%
+1,141
1073
$4K ﹤0.01%
+914
1074
$4K ﹤0.01%
+27
1075
$4K ﹤0.01%
+225
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