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
$1.89B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.06M
3
+$2.84M
4
CABO icon
Cable One
CABO
+$2.52M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.2M

Top Sells

1
+$2.96M
2
+$2.54M
3
+$2.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.34M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$974K

Sector Composition

1 Technology 15.59%
2 Financials 10.5%
3 Healthcare 9.82%
4 Consumer Discretionary 7.56%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$48K ﹤0.01%
530
+66
577
$48K ﹤0.01%
+450
578
$47K ﹤0.01%
407
+32
579
$47K ﹤0.01%
294
+81
580
$47K ﹤0.01%
+200
581
$47K ﹤0.01%
1,010
582
$46K ﹤0.01%
757
+220
583
$46K ﹤0.01%
474
584
$46K ﹤0.01%
3,000
585
$46K ﹤0.01%
759
+295
586
$46K ﹤0.01%
767
-600
587
$46K ﹤0.01%
188
+168
588
$45K ﹤0.01%
833
+11
589
$45K ﹤0.01%
97
+26
590
$45K ﹤0.01%
779
-73
591
$45K ﹤0.01%
421
592
$45K ﹤0.01%
2,500
593
$45K ﹤0.01%
230
-20
594
$45K ﹤0.01%
435
+100
595
$45K ﹤0.01%
1,707
596
$45K ﹤0.01%
2,394
-401
597
$44K ﹤0.01%
2,457
598
$44K ﹤0.01%
2,945
+1,915
599
$44K ﹤0.01%
2,400
600
$44K ﹤0.01%
461
+402
22 23
24
25 26