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
901
$4K ﹤0.01%
+37
902
$4K ﹤0.01%
+30
903
$4K ﹤0.01%
+100
904
$4K ﹤0.01%
+216
905
$4K ﹤0.01%
+100
906
$4K ﹤0.01%
84
907
– –
0
908
$4K ﹤0.01%
250
909
$4K ﹤0.01%
65
-293
910
$4K ﹤0.01%
+41
911
$3K ﹤0.01%
35
912
$3K ﹤0.01%
76
913
$3K ﹤0.01%
121
-10
914
$3K ﹤0.01%
100
-100
915
$3K ﹤0.01%
12
-70
916
$3K ﹤0.01%
100
917
$3K ﹤0.01%
200
918
$3K ﹤0.01%
+16
919
$3K ﹤0.01%
100
920
$3K ﹤0.01%
+202
921
$3K ﹤0.01%
23
922
$3K ﹤0.01%
10
923
$3K ﹤0.01%
70
924
$3K ﹤0.01%
128
925
$3K ﹤0.01%
300
35 36
37
38 39