SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.89B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.06M
3
+$2.84M
4
CABO icon
Cable One
CABO
+$2.52M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.2M

Top Sells

1
+$2.96M
2
+$2.54M
3
+$2.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.34M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$974K

Sector Composition

1 Technology 15.59%
2 Financials 10.5%
3 Healthcare 9.82%
4 Consumer Discretionary 7.56%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$118K 0.01%
893
-25
402
$115K 0.01%
1,675
+57
403
$114K 0.01%
4,653
404
$111K 0.01%
2,089
+796
405
$111K 0.01%
766
406
$109K 0.01%
492
+427
407
$109K 0.01%
823
-15
408
$109K 0.01%
3,474
-2,372
409
$109K 0.01%
1,680
-170
410
$108K 0.01%
1,479
411
$108K 0.01%
674
-56
412
$108K 0.01%
6,300
+30
413
$108K 0.01%
945
414
$107K 0.01%
1,039
415
$107K 0.01%
2,125
-201
416
$107K 0.01%
937
-10
417
$106K 0.01%
716
418
$106K 0.01%
1,818
419
$106K 0.01%
5,900
-1,000
420
$106K 0.01%
2,150
421
$105K 0.01%
+1,162
422
$104K 0.01%
169
-5
423
$103K 0.01%
1,680
424
$103K 0.01%
5,242
+2,855
425
$102K 0.01%
3,138
15 16
17
18 19