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
801
$10K ﹤0.01%
+923
802
$9K ﹤0.01%
+63
803
$9K ﹤0.01%
260
-95
804
$9K ﹤0.01%
+200
805
$9K ﹤0.01%
82
806
$9K ﹤0.01%
273
807
$9K ﹤0.01%
100
808
$9K ﹤0.01%
35
809
$9K ﹤0.01%
130
810
$9K ﹤0.01%
360
811
$9K ﹤0.01%
+29
812
$9K ﹤0.01%
125
813
$9K ﹤0.01%
+470
814
$9K ﹤0.01%
2,000
815
$8K ﹤0.01%
6
-13
816
$8K ﹤0.01%
+35
817
$8K ﹤0.01%
+211
818
$8K ﹤0.01%
105
819
$8K ﹤0.01%
112
820
$8K ﹤0.01%
+122
821
$8K ﹤0.01%
145
822
$8K ﹤0.01%
+250
823
$8K ﹤0.01%
+76
824
$8K ﹤0.01%
200
825
$8K ﹤0.01%
202
+132
31 32
33
34 35