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
326
$190K 0.01%
11,832
+258
327
$189K 0.01%
1,165
+395
328
$189K 0.01%
1,203
329
$187K 0.01%
3,255
+3,160
330
$187K 0.01%
2,400
+853
331
$184K 0.01%
+10,998
332
$184K 0.01%
1,040
+62
333
$182K 0.01%
5,846
+193
334
$182K 0.01%
827
335
$178K 0.01%
466
-13
336
$176K 0.01%
15,761
337
$174K 0.01%
4,705
338
$174K 0.01%
1,283
+125
339
$172K 0.01%
2,764
340
$170K 0.01%
4,253
341
$168K 0.01%
6,760
-200
342
$167K 0.01%
2,076
+1,976
343
$165K 0.01%
537
344
$159K 0.01%
317
-9
345
$155K 0.01%
1,408
346
$155K 0.01%
6,830
+300
347
$152K 0.01%
1,575
348
$152K 0.01%
2,242
+866
349
$152K 0.01%
2,185
+283
350
$150K 0.01%
1,800
12 13
14
15 16