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
651
$23K ﹤0.01%
50
652
$23K ﹤0.01%
356
+76
653
$23K ﹤0.01%
792
+367
654
$23K ﹤0.01%
246
655
$23K ﹤0.01%
1,190
656
$23K ﹤0.01%
340
+100
657
$22K ﹤0.01%
+62
658
$22K ﹤0.01%
264
-110
659
$22K ﹤0.01%
150
-77
660
$22K ﹤0.01%
+400
661
$22K ﹤0.01%
200
662
$22K ﹤0.01%
600
663
$22K ﹤0.01%
104
+25
664
$22K ﹤0.01%
475
665
$22K ﹤0.01%
685
666
$22K ﹤0.01%
358
667
$22K ﹤0.01%
300
+200
668
$22K ﹤0.01%
1,529
-442
669
$22K ﹤0.01%
414
670
$21K ﹤0.01%
35
671
$20K ﹤0.01%
400
672
$20K ﹤0.01%
+400
673
$20K ﹤0.01%
2,206
674
$20K ﹤0.01%
176
675
$20K ﹤0.01%
171
+50
25 26
27
28 29