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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
151
$42.8M 0.12%
132,122
-3,042
152
$42.3M 0.12%
677,470
-23,570
153
$42M 0.12%
190,000
-4,343
154
$41.9M 0.12%
68,833
-2,809
155
$41.4M 0.11%
205,899
-8,339
156
$41M 0.11%
118,339
-3,447
157
$40.7M 0.11%
9,489
-314
158
$40.6M 0.11%
85,246
-2,285
159
$40.5M 0.11%
130,885
-4,485
160
$40.4M 0.11%
205,983
-7,302
161
$40.3M 0.11%
113,136
-3,999
162
$39.8M 0.11%
152,606
+5,539
163
$39.7M 0.11%
364,099
-16,687
164
$39.4M 0.11%
136,826
-5,738
165
$39.3M 0.11%
85,841
-3,136
166
$39.1M 0.11%
49,945
-1,722
167
$39.1M 0.11%
808,140
-28,867
168
$39M 0.11%
115,419
+3,755
169
$38.7M 0.11%
295,099
-9,892
170
$38M 0.1%
28,856
-908
171
$37.7M 0.1%
564,707
+29,839
172
$37.6M 0.1%
610,916
+6,453
173
$37.3M 0.1%
115,302
-4,620
174
$36.8M 0.1%
334,416
-13,624
175
$36.7M 0.1%
122,042
-3,873
5 6
7
8 9