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
901
$10K ﹤0.01%
10
902
$10K ﹤0.01%
650
903
– –
0
904
$10K ﹤0.01%
56
+22
905
$10K ﹤0.01%
100
906
$10K ﹤0.01%
164
-1,475
907
$9K ﹤0.01%
29
908
$9K ﹤0.01%
+37
909
$9K ﹤0.01%
600
910
$9K ﹤0.01%
+53
911
$9K ﹤0.01%
+33
912
$9K ﹤0.01%
145
913
$9K ﹤0.01%
100
-85
914
$9K ﹤0.01%
281
+8
915
$9K ﹤0.01%
114
916
$9K ﹤0.01%
129
-857
917
$9K ﹤0.01%
+110
918
$9K ﹤0.01%
125
919
$8K ﹤0.01%
251
+1
920
$8K ﹤0.01%
6
921
$8K ﹤0.01%
218
922
$8K ﹤0.01%
+75
923
$8K ﹤0.01%
112
924
$8K ﹤0.01%
244
-300
925
$8K ﹤0.01%
123
35 36
37
38 39