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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
$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
1101
-1,200
1102
-157
1103
-996
1104
-109
1105
-1,838
1106
-360
1107
-319
1108
-160
1109
-634
1110
-1,114
1111
-3,600
1112
-2,155
1113
-1,426
1114
-2,324
1115
-500
1116
-821
1117
-33
1118
-3,810
1119
-737
1120
-2,972
1121
-1,000
1122
-3,812
1123
-1,412
1124
-1,000
1125
-699