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
876
$5K ﹤0.01%
247
+17
877
$5K ﹤0.01%
12
-4
878
$5K ﹤0.01%
+13
879
$5K ﹤0.01%
20
880
$5K ﹤0.01%
120
881
$5K ﹤0.01%
92
-525
882
$5K ﹤0.01%
+28
883
$5K ﹤0.01%
90
884
$5K ﹤0.01%
196
-84
885
$5K ﹤0.01%
106
886
$5K ﹤0.01%
121
-25
887
$5K ﹤0.01%
200
888
$5K ﹤0.01%
23
-55
889
$5K ﹤0.01%
+172
890
$5K ﹤0.01%
172
+5
891
$4K ﹤0.01%
63
892
$4K ﹤0.01%
+39
893
$4K ﹤0.01%
75
894
$4K ﹤0.01%
100
895
$4K ﹤0.01%
175
896
$4K ﹤0.01%
91
+24
897
$4K ﹤0.01%
535
+35
898
$4K ﹤0.01%
147
899
$4K ﹤0.01%
80
900
$4K ﹤0.01%
+125
34 35
36
37 38