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
801
$18K ﹤0.01%
+163
802
$18K ﹤0.01%
358
-714
803
$18K ﹤0.01%
+254
804
$18K ﹤0.01%
100
805
$18K ﹤0.01%
661
-10
806
$18K ﹤0.01%
116
-34
807
$18K ﹤0.01%
+367
808
$18K ﹤0.01%
400
809
$17K ﹤0.01%
175
810
$17K ﹤0.01%
+1,218
811
$17K ﹤0.01%
+200
812
$17K ﹤0.01%
577
+430
813
$17K ﹤0.01%
+80
814
$17K ﹤0.01%
1,000
815
$17K ﹤0.01%
300
816
$17K ﹤0.01%
1,149
817
$17K ﹤0.01%
333
818
$16K ﹤0.01%
235
819
$16K ﹤0.01%
400
820
$16K ﹤0.01%
+1,030
821
$16K ﹤0.01%
279
+2
822
$16K ﹤0.01%
2,995
823
$16K ﹤0.01%
+152
824
$16K ﹤0.01%
4,439
+118
825
$16K ﹤0.01%
531
+300
31 32
33
34 35