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
601
$31K ﹤0.01%
1,253
602
$30K ﹤0.01%
3,334
+1,334
603
$30K ﹤0.01%
623
+123
604
$30K ﹤0.01%
259
-140
605
$30K ﹤0.01%
421
606
$30K ﹤0.01%
335
607
$30K ﹤0.01%
+750
608
$30K ﹤0.01%
240
609
$29K ﹤0.01%
400
610
$29K ﹤0.01%
1,338
+1,275
611
$29K ﹤0.01%
163
+38
612
$28K ﹤0.01%
1,048
613
$28K ﹤0.01%
6,475
+4,575
614
$28K ﹤0.01%
1,600
615
$28K ﹤0.01%
260
616
$28K ﹤0.01%
282
-40
617
$27K ﹤0.01%
202
+90
618
$27K ﹤0.01%
312
619
$27K ﹤0.01%
158
620
$27K ﹤0.01%
194
-97
621
$27K ﹤0.01%
1,000
622
$27K ﹤0.01%
800
-200
623
$27K ﹤0.01%
216
624
$27K ﹤0.01%
500
625
$26K ﹤0.01%
425
23 24
25
26 27