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
701
$17K ﹤0.01%
2,173
+25
702
$17K ﹤0.01%
544
-541
703
$17K ﹤0.01%
658
-125
704
$17K ﹤0.01%
1,000
705
$16K ﹤0.01%
680
-1,002
706
$16K ﹤0.01%
+671
707
$16K ﹤0.01%
1,200
708
$16K ﹤0.01%
175
709
$16K ﹤0.01%
+175
710
$16K ﹤0.01%
+300
711
$16K ﹤0.01%
235
712
$16K ﹤0.01%
277
+138
713
$16K ﹤0.01%
225
714
$16K ﹤0.01%
300
715
$16K ﹤0.01%
1,149
716
$16K ﹤0.01%
+308
717
$16K ﹤0.01%
375
718
$15K ﹤0.01%
+10
719
$15K ﹤0.01%
221
720
$15K ﹤0.01%
106
-31
721
$15K ﹤0.01%
200
722
$15K ﹤0.01%
+185
723
$15K ﹤0.01%
72
-9
724
$15K ﹤0.01%
400
725
$15K ﹤0.01%
65
-9
27 28
29
30 31