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
576
$35K ﹤0.01%
561
577
$35K ﹤0.01%
460
578
$35K ﹤0.01%
2,200
+1,000
579
$35K ﹤0.01%
900
+200
580
$35K ﹤0.01%
200
581
$35K ﹤0.01%
500
582
$34K ﹤0.01%
555
-100
583
$34K ﹤0.01%
240
584
$33K ﹤0.01%
213
+60
585
$33K ﹤0.01%
590
586
$33K ﹤0.01%
1,333
587
$33K ﹤0.01%
79
-11
588
$33K ﹤0.01%
950
589
$33K ﹤0.01%
+734
590
$33K ﹤0.01%
257
591
$32K ﹤0.01%
115
592
$32K ﹤0.01%
336
+140
593
$32K ﹤0.01%
1,505
594
$32K ﹤0.01%
1,878
595
$32K ﹤0.01%
400
596
$32K ﹤0.01%
1,010
597
$32K ﹤0.01%
362
+152
598
$31K ﹤0.01%
651
599
$31K ﹤0.01%
430
+280
600
$31K ﹤0.01%
537
22 23
24
25 26