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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
1126
$1K ﹤0.01%
+825
1127
$0 ﹤0.01%
+7
1128
$0 ﹤0.01%
+15
1129
– –
-3,770
1130
– –
-89,775
1131
$0 ﹤0.01%
+2
1132
– –
-9,520
1133
$0 ﹤0.01%
+15
1134
$0 ﹤0.01%
+6
1135
$0 ﹤0.01%
+4
1136
– –
-85,547
1137
– –
-5,000
1138
$0 ﹤0.01%
+15
1139
– –
0
1140
$0 ﹤0.01%
+1
1141
$0 ﹤0.01%
+49
1142
$0 ﹤0.01%
+50
1143
$0 ﹤0.01%
+1,200
1144
– –
-384,370
1145
– –
-288,648
1146
$0 ﹤0.01%
+9
1147
$0 ﹤0.01%
+9
1148
$0 ﹤0.01%
+3
1149
– –
-601,153
1150
– –
-41,260
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