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
301
$259K 0.01%
8,534
-4,754
302
$250K 0.01%
6,390
-5,164
303
$247K 0.01%
5,300
+180
304
$245K 0.01%
203
305
$244K 0.01%
8,995
-720
306
$241K 0.01%
1,601
307
$239K 0.01%
3,084
-166
308
$233K 0.01%
13,692
309
$227K 0.01%
1,420
-380
310
$227K 0.01%
675
-50
311
$226K 0.01%
+6,885
312
$221K 0.01%
1,000
313
$219K 0.01%
1,840
-286
314
$217K 0.01%
3,551
-2,856
315
$217K 0.01%
2,008
-195
316
$216K 0.01%
3,597
-169
317
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1,950
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318
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1,158
319
$211K 0.01%
6,263
-87
320
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4,162
-92
321
$205K 0.01%
683
-17
322
$203K 0.01%
5,879
-495
323
$201K 0.01%
1,390
324
$199K 0.01%
1,000
325
$195K 0.01%
2,236
-150
11 12
13
14 15