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
601
$44K ﹤0.01%
+400
602
$44K ﹤0.01%
+1,438
603
$43K ﹤0.01%
+500
604
$43K ﹤0.01%
411
605
$43K ﹤0.01%
+20
606
$43K ﹤0.01%
462
+100
607
$42K ﹤0.01%
777
-333
608
$42K ﹤0.01%
151
609
$42K ﹤0.01%
1,220
610
$42K ﹤0.01%
124
611
$42K ﹤0.01%
+2,300
612
$42K ﹤0.01%
2,500
613
$42K ﹤0.01%
1,021
+271
614
$42K ﹤0.01%
355
+241
615
$42K ﹤0.01%
+600
616
$42K ﹤0.01%
93
-17
617
$41K ﹤0.01%
200
618
$41K ﹤0.01%
+600
619
$41K ﹤0.01%
459
620
$41K ﹤0.01%
938
621
$41K ﹤0.01%
298
622
$41K ﹤0.01%
170
+100
623
$40K ﹤0.01%
115
624
$40K ﹤0.01%
388
625
$40K ﹤0.01%
300
23 24
25
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