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
776
$11K ﹤0.01%
+90
777
$11K ﹤0.01%
300
778
$11K ﹤0.01%
400
-110
779
$11K ﹤0.01%
+430
780
$11K ﹤0.01%
550
781
$11K ﹤0.01%
+315
782
$11K ﹤0.01%
+991
783
$11K ﹤0.01%
95
-35
784
$11K ﹤0.01%
+150
785
$10K ﹤0.01%
+250
786
$10K ﹤0.01%
156
787
$10K ﹤0.01%
+115
788
$10K ﹤0.01%
100
789
$10K ﹤0.01%
600
+250
790
$10K ﹤0.01%
+425
791
$10K ﹤0.01%
305
792
$10K ﹤0.01%
125
793
$10K ﹤0.01%
+24
794
$10K ﹤0.01%
701
795
$10K ﹤0.01%
+20
796
$10K ﹤0.01%
100
797
$10K ﹤0.01%
88
798
$10K ﹤0.01%
150
-100
799
$10K ﹤0.01%
199
800
$10K ﹤0.01%
121
+86
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