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
626
$26K ﹤0.01%
+1,000
627
$26K ﹤0.01%
216
628
$26K ﹤0.01%
71
+3
629
$26K ﹤0.01%
+550
630
$26K ﹤0.01%
6,524
631
$26K ﹤0.01%
244
-332
632
$26K ﹤0.01%
94
633
$26K ﹤0.01%
730
+3
634
$25K ﹤0.01%
284
635
$25K ﹤0.01%
78
636
$25K ﹤0.01%
920
+520
637
$25K ﹤0.01%
130
-15
638
$25K ﹤0.01%
464
639
$25K ﹤0.01%
68
+5
640
$25K ﹤0.01%
300
641
$25K ﹤0.01%
113
+7
642
$25K ﹤0.01%
400
-50
643
$24K ﹤0.01%
225
644
$24K ﹤0.01%
262
645
$24K ﹤0.01%
75
646
$24K ﹤0.01%
300
647
$24K ﹤0.01%
2,096
648
$24K ﹤0.01%
1,000
649
$23K ﹤0.01%
1,000
650
$23K ﹤0.01%
422
+292
24 25
26
27 28