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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
$36.3B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$63.8M
2
+$43.1M
3
+$22.7M
4
XYZ
Block Inc
XYZ
+$21.1M
5
CVX icon
Chevron
CVX
+$19.8M

Top Sells

1
+$90M
2
+$73M
3
+$62.6M
4
META icon
Meta Platforms (Facebook)
META
+$30.1M
5
KAI icon
Kadant
KAI
+$27.9M

Sector Composition

1 Technology 34.95%
2 Financials 14.13%
3 Communication Services 10.06%
4 Consumer Discretionary 9.9%
5 Healthcare 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$74.1M 0.2%
373,742
-13,710
102
$74M 0.2%
299,495
-10,431
103
$73.8M 0.2%
756,423
-25,251
104
$73.1M 0.2%
309,228
-12,940
105
$73M 0.2%
1,611,602
+308,687
106
$72.9M 0.2%
67,575
-2,486
107
$72.5M 0.2%
288,575
-9,627
108
$70.9M 0.2%
638,962
-23,841
109
$70M 0.19%
329,419
-11,214
110
$69.6M 0.19%
341,738
-8,771
111
$69.1M 0.19%
186,907
-6,176
112
$68.8M 0.19%
346,881
-16,418
113
$67.9M 0.19%
718,206
-19,394
114
$67.5M 0.19%
226,802
-85,454
115
$67.2M 0.18%
100,853
-3,197
116
$65.7M 0.18%
224,013
-7,743
117
$64.7M 0.18%
378,618
-9,434
118
$62.3M 0.17%
253,684
-8,722
119
$62.3M 0.17%
653,892
-23,555
120
$61.2M 0.17%
343,594
+13,780
121
$59.9M 0.16%
131,043
-4,787
122
$59.5M 0.16%
1,893,503
-90,156
123
$58.5M 0.16%
885,529
-33,656
124
$57M 0.16%
676,023
-55,001
125
$56.7M 0.16%
894,777
+248,455
3 4
5
6 7