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
676
$20K ﹤0.01%
321
+100
677
$20K ﹤0.01%
+499
678
$20K ﹤0.01%
320
679
$20K ﹤0.01%
130
-70
680
$20K ﹤0.01%
201
681
$20K ﹤0.01%
+1,174
682
$20K ﹤0.01%
+105
683
$20K ﹤0.01%
217
+1
684
$19K ﹤0.01%
603
685
$19K ﹤0.01%
525
-300
686
$19K ﹤0.01%
214
687
$19K ﹤0.01%
+400
688
$19K ﹤0.01%
+454
689
$19K ﹤0.01%
445
690
$19K ﹤0.01%
+320
691
$19K ﹤0.01%
210
692
$19K ﹤0.01%
332
693
$18K ﹤0.01%
975
694
$18K ﹤0.01%
600
695
$18K ﹤0.01%
500
+300
696
$18K ﹤0.01%
250
697
$18K ﹤0.01%
+33
698
$18K ﹤0.01%
300
699
$18K ﹤0.01%
333
700
$17K ﹤0.01%
380
+21
26 27
28
29 30