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
$1.89B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.06M
3
+$2.84M
4
CABO icon
Cable One
CABO
+$2.52M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.2M

Top Sells

1
+$2.96M
2
+$2.54M
3
+$2.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.34M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$974K

Sector Composition

1 Technology 15.59%
2 Financials 10.5%
3 Healthcare 9.82%
4 Consumer Discretionary 7.56%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$25K ﹤0.01%
+259
727
$25K ﹤0.01%
600
-200
728
$25K ﹤0.01%
225
729
$25K ﹤0.01%
130
730
$25K ﹤0.01%
104
731
$25K ﹤0.01%
820
+217
732
$25K ﹤0.01%
300
733
$25K ﹤0.01%
276
+30
734
$25K ﹤0.01%
350
-150
735
$25K ﹤0.01%
174
+79
736
$25K ﹤0.01%
+2,400
737
$24K ﹤0.01%
+1,000
738
$24K ﹤0.01%
+940
739
$24K ﹤0.01%
262
740
$24K ﹤0.01%
+698
741
$24K ﹤0.01%
475
742
$24K ﹤0.01%
35
743
$23K ﹤0.01%
102
744
$23K ﹤0.01%
1,190
745
$23K ﹤0.01%
1,174
746
$23K ﹤0.01%
+400
747
$23K ﹤0.01%
210
748
$23K ﹤0.01%
332
749
$23K ﹤0.01%
+1,000
750
$23K ﹤0.01%
1,000
28 29
30
31 32