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
751
$13K ﹤0.01%
51
+45
752
$12K ﹤0.01%
50
753
$12K ﹤0.01%
641
-655
754
$12K ﹤0.01%
205
755
$12K ﹤0.01%
100
756
$12K ﹤0.01%
630
757
$12K ﹤0.01%
142
758
$12K ﹤0.01%
236
759
$12K ﹤0.01%
2,995
760
$12K ﹤0.01%
500
-736
761
$12K ﹤0.01%
+62
762
$12K ﹤0.01%
+200
763
$12K ﹤0.01%
133
+100
764
$12K ﹤0.01%
+235
765
$12K ﹤0.01%
448
+5
766
$12K ﹤0.01%
70
-130
767
$11K ﹤0.01%
500
768
$11K ﹤0.01%
+400
769
$11K ﹤0.01%
50
770
$11K ﹤0.01%
102
771
$11K ﹤0.01%
+114
772
$11K ﹤0.01%
221
+1
773
$11K ﹤0.01%
562
774
$11K ﹤0.01%
200
775
$11K ﹤0.01%
150
29 30
31
32 33