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
501
$53K ﹤0.01%
972
502
$53K ﹤0.01%
1,008
503
$53K ﹤0.01%
2,172
504
$52K ﹤0.01%
2,387
505
$52K ﹤0.01%
446
506
$51K ﹤0.01%
20,000
507
$51K ﹤0.01%
1,337
+55
508
$51K ﹤0.01%
2,795
+2
509
$51K ﹤0.01%
2,320
510
$51K ﹤0.01%
284
511
$50K ﹤0.01%
309
512
$50K ﹤0.01%
926
+53
513
$50K ﹤0.01%
2,000
514
$50K ﹤0.01%
12,000
515
$50K ﹤0.01%
200
516
$50K ﹤0.01%
3,500
517
$49K ﹤0.01%
+1,636
518
$48K ﹤0.01%
400
519
$48K ﹤0.01%
+588
520
$48K ﹤0.01%
295
521
$47K ﹤0.01%
250
522
$47K ﹤0.01%
+110
523
$46K ﹤0.01%
74
-2
524
$46K ﹤0.01%
247
525
$46K ﹤0.01%
1,175
19 20
21
22 23