SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.74B
AUM Growth
+$90.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.04M
3
+$1.65M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.08M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.07M

Top Sells

1
+$4.72M
2
+$2.58M
3
+$2.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.94M

Sector Composition

1 Technology 14.99%
2 Financials 10.22%
3 Healthcare 9.82%
4 Consumer Discretionary 7.52%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$692K 0.04%
1,716
-16
227
$676K 0.04%
87,968
228
$675K 0.04%
33,293
+1,648
229
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3,553
-210
230
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18,055
-1,097
231
$655K 0.04%
6,633
-425
232
$654K 0.04%
13,630
-402
233
$630K 0.04%
2,430
+1,031
234
$623K 0.04%
11,680
235
$613K 0.04%
+10,555
236
$599K 0.03%
27,198
-139
237
$598K 0.03%
7,323
-237
238
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4,472
+55
239
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31,554
+28,854
240
$568K 0.03%
22,940
+16,055
241
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242
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243
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6,349
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244
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5,540
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245
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8,080
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246
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3,776
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247
$506K 0.03%
4,500
248
$505K 0.03%
4,426
-38
249
$504K 0.03%
5,382
-50
250
$503K 0.03%
8,490
8 9
10
11 12