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
401
$101K 0.01%
945
402
$100K 0.01%
730
+206
403
$99K 0.01%
3,000
404
$99K 0.01%
1,680
405
$99K 0.01%
472
406
$96K 0.01%
615
+38
407
$96K 0.01%
1,618
408
$96K 0.01%
1,250
409
$96K 0.01%
5,831
410
$94K 0.01%
174
411
$94K 0.01%
1,479
-57
412
$94K 0.01%
400
413
$94K 0.01%
2,150
-600
414
$93K 0.01%
1,000
415
$93K 0.01%
1,039
-335
416
$91K 0.01%
716
417
$91K 0.01%
1,289
+109
418
$91K 0.01%
1,818
419
$91K 0.01%
689
420
$91K 0.01%
1,352
+140
421
$88K 0.01%
1,639
+40
422
$88K 0.01%
550
+32
423
$87K 0.01%
1,418
+543
424
$87K 0.01%
59
+3
425
$86K 0.01%
660
+178
15 16
17
18 19