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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
$26.4B
AUM Growth
+$2.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,190
New
Increased
Reduced
Closed

Top Buys

1
+$65.1M
2
+$41.6M
3
+$34.3M
4
TFC icon
Truist Financial
TFC
+$26.8M
5
LVS icon
Las Vegas Sands
LVS
+$17.6M

Top Sells

1
+$59.7M
2
+$38.5M
3
+$26.4M
4
AAPL icon
Apple
AAPL
+$19.1M
5
BAC icon
Bank of America
BAC
+$12.9M

Sector Composition

1 Technology 20.55%
2 Financials 15.47%
3 Healthcare 14.23%
4 Communication Services 10.23%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$4K ﹤0.01%
+172
1077
$4K ﹤0.01%
+86
1078
$4K ﹤0.01%
+45
1079
$4K ﹤0.01%
+128
1080
$3K ﹤0.01%
+75
1081
$3K ﹤0.01%
+50
1082
$3K ﹤0.01%
+27
1083
$3K ﹤0.01%
+41
1084
$3K ﹤0.01%
+70
1085
$3K ﹤0.01%
+15
1086
$3K ﹤0.01%
+28
1087
$3K ﹤0.01%
+854
1088
$3K ﹤0.01%
+509
1089
$3K ﹤0.01%
+109
1090
$2K ﹤0.01%
+8
1091
$2K ﹤0.01%
+21
1092
$2K ﹤0.01%
+52
1093
$2K ﹤0.01%
+10
1094
$2K ﹤0.01%
+38
1095
$2K ﹤0.01%
+14
1096
$2K ﹤0.01%
+12
1097
$2K ﹤0.01%
+107
1098
$2K ﹤0.01%
+25
1099
$2K ﹤0.01%
+188
1100
$2K ﹤0.01%
+100
42 43
44
45 46