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
851
$6K ﹤0.01%
200
852
$6K ﹤0.01%
30
-80
853
$6K ﹤0.01%
250
854
$6K ﹤0.01%
150
855
$6K ﹤0.01%
+59
856
$6K ﹤0.01%
+34
857
$6K ﹤0.01%
+300
858
$6K ﹤0.01%
27
+11
859
$6K ﹤0.01%
123
860
$6K ﹤0.01%
284
861
$6K ﹤0.01%
34
862
$6K ﹤0.01%
176
863
$6K ﹤0.01%
71
864
$6K ﹤0.01%
+22
865
$6K ﹤0.01%
300
-50
866
$6K ﹤0.01%
200
867
$6K ﹤0.01%
350
868
$5K ﹤0.01%
100
869
$5K ﹤0.01%
+290
870
$5K ﹤0.01%
+77
871
$5K ﹤0.01%
20
-32
872
$5K ﹤0.01%
+125
873
$5K ﹤0.01%
+500
874
$5K ﹤0.01%
1,000
+100
875
$5K ﹤0.01%
+1
33 34
35
36 37