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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
1101
$2K ﹤0.01%
+458
1102
$2K ﹤0.01%
+100
1103
$2K ﹤0.01%
+2,000
1104
$2K ﹤0.01%
+72
1105
$2K ﹤0.01%
+19
1106
$2K ﹤0.01%
+48
1107
$2K ﹤0.01%
+270
1108
$2K ﹤0.01%
+36
1109
$1K ﹤0.01%
+220
1110
$1K ﹤0.01%
+69
1111
$1K ﹤0.01%
+54
1112
$1K ﹤0.01%
+266
1113
$1K ﹤0.01%
+44
1114
$1K ﹤0.01%
+112
1115
$1K ﹤0.01%
+163
1116
$1K ﹤0.01%
+21
1117
$1K ﹤0.01%
+25
1118
$1K ﹤0.01%
+34
1119
$1K ﹤0.01%
+18
1120
$1K ﹤0.01%
+17
1121
$1K ﹤0.01%
+16
1122
$1K ﹤0.01%
+200
1123
$1K ﹤0.01%
+99
1124
$1K ﹤0.01%
+72
1125
$1K ﹤0.01%
+916
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