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
926
$3K ﹤0.01%
+54
927
$3K ﹤0.01%
545
-455
928
$3K ﹤0.01%
15
929
$3K ﹤0.01%
75
-3,500
930
$3K ﹤0.01%
105
-198
931
$3K ﹤0.01%
27
932
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13
933
$3K ﹤0.01%
225
+125
934
$3K ﹤0.01%
142
+4
935
$2K ﹤0.01%
36
936
$2K ﹤0.01%
+37
937
$2K ﹤0.01%
24
938
$2K ﹤0.01%
371
-629
939
$2K ﹤0.01%
+24
940
$2K ﹤0.01%
+117
941
$2K ﹤0.01%
60
942
$2K ﹤0.01%
+15
943
$2K ﹤0.01%
25
944
$2K ﹤0.01%
110
+3
945
$2K ﹤0.01%
40
946
$2K ﹤0.01%
42
+1
947
$2K ﹤0.01%
25
948
$2K ﹤0.01%
11
949
$2K ﹤0.01%
4
-1
950
$2K ﹤0.01%
14
36 37
38
39 40