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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
176
$36M 0.1%
175,469
-6,462
177
$35.8M 0.1%
277,809
-15,548
178
$35.7M 0.1%
1,005,470
-40,831
179
$35.7M 0.1%
83,664
-7,907
180
$34.9M 0.1%
109,755
-3,792
181
$33.9M 0.09%
231,620
-9,547
182
$33.6M 0.09%
501,494
-27,232
183
$33.6M 0.09%
734,159
-52,361
184
$33.6M 0.09%
419,880
-15,708
185
$33.2M 0.09%
151,159
-5,838
186
$33M 0.09%
402,270
-9,316
187
$32.8M 0.09%
392,338
-11,923
188
$32.2M 0.09%
115,425
-4,764
189
$32.2M 0.09%
123,474
-5,218
190
$31.9M 0.09%
116,979
-3,971
191
$31.9M 0.09%
162,754
-16,692
192
$31.7M 0.09%
76,458
-2,240
193
$31.7M 0.09%
33,174
-1,471
194
$31.4M 0.09%
235,370
-3,790
195
$31.3M 0.09%
166,810
+4,505
196
$31.2M 0.09%
120,271
-5,521
197
$31.2M 0.09%
99,682
+7,835
198
$30.7M 0.08%
159,167
-7,079
199
$30.5M 0.08%
53,811
-12,888
200
$30.1M 0.08%
330,576
-38,001
6 7
8
9 10