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
351
$144K 0.01%
440
+100
352
$142K 0.01%
3,240
353
$140K 0.01%
850
354
$140K 0.01%
2,189
+92
355
$139K 0.01%
1,139
+106
356
$136K 0.01%
4,201
+500
357
$136K 0.01%
5,592
+333
358
$134K 0.01%
2,980
-129
359
$134K 0.01%
1,003
+373
360
$133K 0.01%
856
+35
361
$132K 0.01%
1,760
362
$131K 0.01%
113
363
$129K 0.01%
7,300
364
$129K 0.01%
352
365
$129K 0.01%
1,483
366
$129K 0.01%
1,142
367
$129K 0.01%
987
+544
368
$129K 0.01%
1,534
369
$128K 0.01%
397
+72
370
$125K 0.01%
3,388
-290
371
$125K 0.01%
5,478
+5,277
372
$124K 0.01%
4,640
-8,914
373
$122K 0.01%
2,110
374
$122K 0.01%
+2,371
375
$122K 0.01%
1,500
13 14
15
16 17