Chevy Chase Trust Holdings, LLC
Chevy Chase Trust Holdings, LLC, headquartered in Bethesda, Maryland, is a privately held investment management company established in 1997 with operations commencing in 1999. As a Maryland state-chartered trust company and subsidiary of Chevy Chase Trust Holdings, LLC, it serves high-net-worth individuals, pension plans, charities, insurance companies, municipalities, and institutional clients. The firm provides investment management, personal trust, family wealth, financial planning, and institutional custody services. As of March 2024, the firm employs approximately 170 people.
Investment Strategy
Chevy Chase Trust employs a global, thematic investment approach with a strong focus on identifying transformative long-term trends, disruptive technologies, and economic forces that shape the future. Their investment philosophy is based on crafting highly personalized portfolios tailored to each client’s specific goals, taking an active management approach across equities and fixed income while intentionally avoiding companies and sectors likely to face disruption. Their process combines in-depth research, fundamental analysis, and creative problem-solving to anticipate and capitalize on secular trends, such as innovations in technology, healthcare, and evolving market dynamics. Chevy Chase Trust offers both discretionary and non-discretionary advisory services, with significant emphasis on individualized strategies driven by thorough analysis.
Top Holdings
Equity Positions (628)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 7.40% | $2.54B | 16,093,544 | $0.69 | $157.99 | +$783.7M |
M MSFT | MICROSOFT CORP | 6.79% | $2.33B | 4,691,064 | $34.41 | $497.41 | +$575.8M |
A AAPL | APPLE INC | 5.78% | $1.99B | 9,679,767 | $21.13 | $205.17 | -$177.5M |
A AMZN | AMAZON COM INC | 3.93% | $1.35B | 6,156,654 | $26.68 | $219.39 | +$185.7M |
M META | META PLATFORMS INC | 2.48% | $851.0M | 1,152,980 | $78.05 | $738.09 | +$185.5M |