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
826
$8K ﹤0.01%
45
-30
827
$8K ﹤0.01%
114
+14
828
$8K ﹤0.01%
+100
829
$8K ﹤0.01%
123
830
$8K ﹤0.01%
54
831
$8K ﹤0.01%
148
832
$8K ﹤0.01%
150
833
$8K ﹤0.01%
870
834
$8K ﹤0.01%
900
835
$8K ﹤0.01%
650
836
$7K ﹤0.01%
+36
837
$7K ﹤0.01%
218
838
$7K ﹤0.01%
400
839
$7K ﹤0.01%
80
840
$7K ﹤0.01%
150
841
$7K ﹤0.01%
250
842
$7K ﹤0.01%
+105
843
$7K ﹤0.01%
560
844
$7K ﹤0.01%
+337
845
$7K ﹤0.01%
+234
846
$7K ﹤0.01%
98
-97
847
$7K ﹤0.01%
+231
848
$7K ﹤0.01%
100
849
$6K ﹤0.01%
+350
850
$6K ﹤0.01%
69
32 33
34
35 36