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
26
$13.9M 0.8%
18,501
-88
27
$13.2M 0.76%
54,502
+970
28
$12.5M 0.72%
27,331
+966
29
$12.3M 0.71%
48,101
-3,730
30
$12.2M 0.7%
64,231
+2,177
31
$11.5M 0.66%
24,089
+6,118
32
$11.4M 0.65%
150,151
+5,911
33
$11.1M 0.64%
34,935
-1,543
34
$10.6M 0.61%
136,060
-6,386
35
$10.4M 0.6%
73,373
-1,455
36
$10.2M 0.59%
159,913
-35,964
37
$10.2M 0.59%
197,692
-2,063
38
$10.1M 0.58%
36,661
+139
39
$9.79M 0.56%
46,209
+2,090
40
$9.6M 0.55%
33,000
-694
41
$9.48M 0.55%
710,240
+16,080
42
$9.45M 0.54%
66,844
-774
43
$9.45M 0.54%
44,649
+2,929
44
$9.26M 0.53%
159,247
-9,367
45
$9.21M 0.53%
67,966
-1,604
46
$9.06M 0.52%
37,907
-589
47
$9M 0.52%
142,514
+5,366
48
$8.59M 0.5%
26,275
+549
49
$8.3M 0.48%
47,296
-505
50
$8.16M 0.47%
93,101
-491
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