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
51
$7.98M 0.46%
107,103
+4,264
52
$7.94M 0.46%
35,483
-1,286
53
$7.85M 0.45%
49,820
+10,466
54
$7.84M 0.45%
32,173
-392
55
$7.82M 0.45%
35,670
-1,656
56
$7.79M 0.45%
117,760
+1,077
57
$7.62M 0.44%
101,272
-2,921
58
$7.54M 0.43%
140,562
-180
59
$7.52M 0.43%
28,012
-388
60
$7.51M 0.43%
210,280
-8,878
61
$7.33M 0.42%
112,415
+927
62
$7.29M 0.42%
33,564
+156
63
$7.06M 0.41%
121,000
-6,099
64
$7.05M 0.41%
20,018
+451
65
$6.85M 0.39%
40,764
+1,932
66
$6.6M 0.38%
126,871
+2,736
67
$6.56M 0.38%
50,865
-457
68
$6.5M 0.37%
48,925
-1,206
69
$6.2M 0.36%
17,260
-22
70
$5.97M 0.34%
85,102
+1,750
71
$5.92M 0.34%
26,105
-478
72
$5.86M 0.34%
82,914
+9,329
73
$5.81M 0.33%
220,009
+8,658
74
$5.77M 0.33%
15,424
-460
75
$5.73M 0.33%
25,110
-66
1 2
3
4 5