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
426
$86K 0.01%
315
+5
427
$86K 0.01%
570
428
$85K ﹤0.01%
869
429
$85K ﹤0.01%
630
-43
430
$84K ﹤0.01%
624
+90
431
$84K ﹤0.01%
461
+36
432
$84K ﹤0.01%
1,367
+600
433
$83K ﹤0.01%
5,500
434
$82K ﹤0.01%
723
435
$82K ﹤0.01%
35
436
$82K ﹤0.01%
1,660
437
$81K ﹤0.01%
855
-200
438
$81K ﹤0.01%
573
439
$80K ﹤0.01%
450
440
$80K ﹤0.01%
353
+104
441
$79K ﹤0.01%
880
442
$79K ﹤0.01%
2,435
+1,210
443
$79K ﹤0.01%
1,293
-850
444
$78K ﹤0.01%
+1,500
445
$78K ﹤0.01%
858
446
$78K ﹤0.01%
961
447
$78K ﹤0.01%
+421
448
$77K ﹤0.01%
1,690
449
$77K ﹤0.01%
940
450
$77K ﹤0.01%
921
-174
16 17
18
19 20