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
1101
$2K ﹤0.01%
+107
1102
$2K ﹤0.01%
+25
1103
$2K ﹤0.01%
+188
1104
$2K ﹤0.01%
+100
1105
$2K ﹤0.01%
+36
1106
$2K ﹤0.01%
+458
1107
$2K ﹤0.01%
+100
1108
$2K ﹤0.01%
+2,000
1109
$1K ﹤0.01%
+17
1110
$1K ﹤0.01%
+54
1111
$1K ﹤0.01%
+266
1112
$1K ﹤0.01%
+44
1113
$1K ﹤0.01%
+112
1114
$1K ﹤0.01%
+213
1115
$1K ﹤0.01%
+825
1116
$1K ﹤0.01%
+69
1117
$1K ﹤0.01%
+163
1118
$1K ﹤0.01%
+21
1119
$1K ﹤0.01%
+25
1120
$1K ﹤0.01%
+34
1121
$1K ﹤0.01%
+18
1122
$1K ﹤0.01%
+16
1123
$1K ﹤0.01%
+200
1124
$1K ﹤0.01%
+99
1125
$1K ﹤0.01%
+72
42 43 44
45
46