SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$2.86M
2
+$2.05M
3
+$1.66M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.08M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.03M

Top Sells

1
+$4.5M
2
+$2.56M
3
+$2.16M
4
INTC icon
Intel
INTC
+$2.14M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.89M

Sector Composition

1 Technology 14.99%
2 Financials 10.22%
3 Healthcare 9.82%
4 Consumer Discretionary 7.52%
5 Communication Services 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$40K ﹤0.01%
2,600
552
$40K ﹤0.01%
475
-50
553
$40K ﹤0.01%
2,296
554
$40K ﹤0.01%
495
555
$40K ﹤0.01%
2,043
+215
556
$39K ﹤0.01%
464
557
$39K ﹤0.01%
+459
558
$39K ﹤0.01%
500
559
$39K ﹤0.01%
298
560
$39K ﹤0.01%
706
-66
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%
300
+170
568
$37K ﹤0.01%
2,457
569
$37K ﹤0.01%
+500
570
$36K ﹤0.01%
145
571
$36K ﹤0.01%
1,500
-1,250
572
$36K ﹤0.01%
388
+57
573
$35K ﹤0.01%
900
+200
574
$35K ﹤0.01%
200
575
$35K ﹤0.01%
254
-90
21 22
23
24 25