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
726
$15K ﹤0.01%
+148
727
$15K ﹤0.01%
110
728
$15K ﹤0.01%
+430
729
$15K ﹤0.01%
+231
730
$15K ﹤0.01%
460
731
$15K ﹤0.01%
70
732
$15K ﹤0.01%
146
-85
733
$14K ﹤0.01%
1,600
734
$14K ﹤0.01%
+100
735
$14K ﹤0.01%
+117
736
$14K ﹤0.01%
275
+175
737
$14K ﹤0.01%
+262
738
$14K ﹤0.01%
250
739
$14K ﹤0.01%
132
740
$14K ﹤0.01%
28
741
$13K ﹤0.01%
345
742
$13K ﹤0.01%
4,321
+62
743
$13K ﹤0.01%
65
744
$13K ﹤0.01%
1,030
-2,442
745
$13K ﹤0.01%
650
-535
746
$13K ﹤0.01%
306
747
$13K ﹤0.01%
146
748
$13K ﹤0.01%
+170
749
$13K ﹤0.01%
140
750
$13K ﹤0.01%
965
+20
28 29
30
31 32