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
601
$31K ﹤0.01%
1,253
602
$30K ﹤0.01%
3,334
+1,334
603
$30K ﹤0.01%
259
-140
604
$30K ﹤0.01%
623
+123
605
$30K ﹤0.01%
421
606
$30K ﹤0.01%
335
607
$30K ﹤0.01%
+750
608
$30K ﹤0.01%
240
609
$29K ﹤0.01%
163
+38
610
$29K ﹤0.01%
400
611
$29K ﹤0.01%
1,338
+1,275
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%
158
618
$27K ﹤0.01%
194
-97
619
$27K ﹤0.01%
1,000
620
$27K ﹤0.01%
800
-200
621
$27K ﹤0.01%
216
622
$27K ﹤0.01%
500
623
$27K ﹤0.01%
202
+90
624
$27K ﹤0.01%
312
625
$26K ﹤0.01%
425