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
451
$77K ﹤0.01%
445
+120
452
$76K ﹤0.01%
111
-13
453
$76K ﹤0.01%
5,001
454
$76K ﹤0.01%
1,238
455
$76K ﹤0.01%
1,255
-300
456
$76K ﹤0.01%
275
457
$75K ﹤0.01%
547
-32
458
$75K ﹤0.01%
230
459
$75K ﹤0.01%
2,357
+14
460
$75K ﹤0.01%
2,593
+625
461
$73K ﹤0.01%
1,470
462
$73K ﹤0.01%
+987
463
$72K ﹤0.01%
+2,019
464
$72K ﹤0.01%
5,000
465
$72K ﹤0.01%
291
466
$71K ﹤0.01%
1,400
-1,800
467
$71K ﹤0.01%
986
+762
468
$71K ﹤0.01%
4,505
469
$70K ﹤0.01%
500
470
$70K ﹤0.01%
808
-13
471
$70K ﹤0.01%
1,144
472
$68K ﹤0.01%
338
-16
473
$68K ﹤0.01%
675
474
$68K ﹤0.01%
509
475
$67K ﹤0.01%
857
+1
17 18
19
20 21