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
276
$327K 0.02%
1,009
-416
277
$326K 0.02%
3,564
278
$324K 0.02%
2,534
-4,745
279
$313K 0.02%
4,347
-49
280
$310K 0.02%
4,744
-914
281
$309K 0.02%
1,344
282
$306K 0.02%
1,758
283
$305K 0.02%
4,595
-167
284
$303K 0.02%
13,700
+98
285
$303K 0.02%
1,669
-45
286
$300K 0.02%
14,425
-9,200
287
$298K 0.02%
3,452
+150
288
$297K 0.02%
2,950
289
$297K 0.02%
5,885
290
$294K 0.02%
3,677
291
$292K 0.02%
5,288
292
$283K 0.02%
20,500
293
$281K 0.02%
13,238
+4
294
$277K 0.02%
3,265
+256
295
$274K 0.02%
3,404
+853
296
$273K 0.02%
7,680
+400
297
$270K 0.02%
5,468
298
$261K 0.02%
16,000
299
$259K 0.01%
5,811
-83
300
$259K 0.01%
17,500
10 11
12
13 14