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
626
$40K ﹤0.01%
206
+101
627
$39K ﹤0.01%
+1,297
628
$39K ﹤0.01%
310
629
$39K ﹤0.01%
232
+102
630
$39K ﹤0.01%
768
+62
631
$39K ﹤0.01%
276
+82
632
$39K ﹤0.01%
250
+10
633
$38K ﹤0.01%
245
-9
634
$38K ﹤0.01%
460
635
$38K ﹤0.01%
1,600
636
$38K ﹤0.01%
71
+43
637
$38K ﹤0.01%
+2,803
638
$38K ﹤0.01%
425
+325
639
$38K ﹤0.01%
1,656
+318
640
$38K ﹤0.01%
1,945
+195
641
$37K ﹤0.01%
590
642
$37K ﹤0.01%
6,524
643
$37K ﹤0.01%
222
+59
644
$37K ﹤0.01%
1,562
+1,012
645
$36K ﹤0.01%
175
+125
646
$36K ﹤0.01%
+1,540
647
$36K ﹤0.01%
+1,000
648
$36K ﹤0.01%
2,472
+272
649
$35K ﹤0.01%
1,835
+1,545
650
$35K ﹤0.01%
1,333
24 25
26
27 28