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
551
$40K ﹤0.01%
310
552
$40K ﹤0.01%
2,600
553
$40K ﹤0.01%
475
-50
554
$40K ﹤0.01%
2,296
555
$40K ﹤0.01%
2,043
+215
556
$39K ﹤0.01%
+459
557
$39K ﹤0.01%
500
558
$39K ﹤0.01%
298
559
$39K ﹤0.01%
706
-66
560
$39K ﹤0.01%
464
561
$38K ﹤0.01%
8,670
562
$38K ﹤0.01%
450
563
$38K ﹤0.01%
124
564
$38K ﹤0.01%
1,649
+324
565
$38K ﹤0.01%
2,500
566
$38K ﹤0.01%
1,750
-1,250
567
$37K ﹤0.01%
2,457
568
$37K ﹤0.01%
+500
569
$37K ﹤0.01%
300
+170
570
$36K ﹤0.01%
145
571
$36K ﹤0.01%
1,500
-1,250
572
$36K ﹤0.01%
388
+57
573
$35K ﹤0.01%
310
574
$35K ﹤0.01%
254
-90
575
$35K ﹤0.01%
750
21 22
23
24 25