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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
201
$30M 0.08%
268,383
-11,657
202
$30M 0.08%
332,987
-11,486
203
$29.8M 0.08%
443,016
-7,824
204
$29.8M 0.08%
70,572
-2,447
205
$29.7M 0.08%
486,761
-21,856
206
$29.4M 0.08%
96,289
-3,471
207
$29.3M 0.08%
128,665
-4,772
208
$29.1M 0.08%
135,590
-4,440
209
$29.1M 0.08%
592,990
-15,370
210
$28.8M 0.08%
734,194
-24,773
211
$28.8M 0.08%
40,115
+996
212
$28.5M 0.08%
209,177
-8,740
213
$28.4M 0.08%
151,777
-5,660
214
$28.4M 0.08%
466,915
-10,388
215
$28.3M 0.08%
163,611
-3,608
216
$28.3M 0.08%
998,179
-23,182
217
$28M 0.08%
332,485
-3,156
218
$27.4M 0.08%
216,093
-4,411
219
$27.2M 0.07%
694,969
-27,478
220
$27.1M 0.07%
159,358
-6,862
221
$27M 0.07%
475,950
-146,006
222
$26.9M 0.07%
439,605
-14,095
223
$26.6M 0.07%
110,573
-4,380
224
$26.6M 0.07%
218,980
-9,396
225
$26.5M 0.07%
269,836
-9,295
7 8
9
10 11