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
526
$45K ﹤0.01%
938
+37
527
$45K ﹤0.01%
250
528
$45K ﹤0.01%
446
+371
529
$44K ﹤0.01%
238
-12
530
$44K ﹤0.01%
852
531
$44K ﹤0.01%
474
+39
532
$43K ﹤0.01%
375
-50
533
$43K ﹤0.01%
3,138
534
$43K ﹤0.01%
300
535
$43K ﹤0.01%
3,000
536
$43K ﹤0.01%
413
537
$42K ﹤0.01%
2,208
538
$42K ﹤0.01%
1,707
-185
539
$42K ﹤0.01%
822
+2
540
$42K ﹤0.01%
1,220
+3
541
$42K ﹤0.01%
720
542
$42K ﹤0.01%
200
543
$42K ﹤0.01%
2,500
544
$42K ﹤0.01%
200
545
$41K ﹤0.01%
2,400
546
$41K ﹤0.01%
411
+89
547
$41K ﹤0.01%
142
+92
548
$41K ﹤0.01%
151
549
$40K ﹤0.01%
495
550
$40K ﹤0.01%
65
+3
20 21
22
23 24