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
476
$66K ﹤0.01%
3,967
-465
477
$65K ﹤0.01%
350
+25
478
$65K ﹤0.01%
5,000
479
$64K ﹤0.01%
860
480
$64K ﹤0.01%
605
-200
481
$63K ﹤0.01%
1,010
482
$63K ﹤0.01%
4,000
483
$63K ﹤0.01%
6,600
484
$63K ﹤0.01%
405
485
$61K ﹤0.01%
1,919
+11
486
$61K ﹤0.01%
1,037
487
$58K ﹤0.01%
781
-69
488
$58K ﹤0.01%
1,161
-590
489
$58K ﹤0.01%
+1,110
490
$58K ﹤0.01%
1,548
491
$57K ﹤0.01%
1,482
-100
492
$57K ﹤0.01%
152
+25
493
$56K ﹤0.01%
1,465
494
$56K ﹤0.01%
960
495
$56K ﹤0.01%
402
496
$56K ﹤0.01%
1,500
497
$56K ﹤0.01%
639
+262
498
$55K ﹤0.01%
+901
499
$55K ﹤0.01%
1,450
-550
500
$54K ﹤0.01%
1,072
18 19
20
21 22