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
$1.74B
AUM Growth
+$90.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.05M
3
+$1.66M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.08M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.03M

Top Sells

1
+$4.5M
2
+$2.56M
3
+$2.16M
4
INTC icon
Intel
INTC
+$2.14M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.89M

Sector Composition

1 Technology 14.99%
2 Financials 10.22%
3 Healthcare 9.82%
4 Consumer Discretionary 7.52%
5 Communication Services 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$20K ﹤0.01%
201
677
$20K ﹤0.01%
+1,174
678
$20K ﹤0.01%
+105
679
$20K ﹤0.01%
217
+1
680
$20K ﹤0.01%
176
681
$20K ﹤0.01%
171
+50
682
$20K ﹤0.01%
321
+100
683
$20K ﹤0.01%
+499
684
$19K ﹤0.01%
445
685
$19K ﹤0.01%
+320
686
$19K ﹤0.01%
210
687
$19K ﹤0.01%
603
688
$19K ﹤0.01%
332
689
$19K ﹤0.01%
214
690
$19K ﹤0.01%
+400
691
$19K ﹤0.01%
+454
692
$19K ﹤0.01%
525
-300
693
$18K ﹤0.01%
+33
694
$18K ﹤0.01%
300
695
$18K ﹤0.01%
333
696
$18K ﹤0.01%
975
697
$18K ﹤0.01%
600
698
$18K ﹤0.01%
500
+300
699
$18K ﹤0.01%
250
700
$17K ﹤0.01%
2,173
+25
26 27
28
29 30