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
$1.74B
AUM Growth
+$90.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.05M
3
+$1.66M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.08M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.03M

Top Sells

1
+$4.5M
2
+$2.56M
3
+$2.16M
4
INTC icon
Intel
INTC
+$2.14M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.89M

Sector Composition

1 Technology 14.99%
2 Financials 10.22%
3 Healthcare 9.82%
4 Consumer Discretionary 7.52%
5 Communication Services 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$3K ﹤0.01%
15
927
$3K ﹤0.01%
75
-3,500
928
$3K ﹤0.01%
105
-198
929
$3K ﹤0.01%
27
930
$3K ﹤0.01%
100
931
$3K ﹤0.01%
13
932
$3K ﹤0.01%
225
+125
933
$3K ﹤0.01%
142
+4
934
$3K ﹤0.01%
128
935
$2K ﹤0.01%
24
936
$2K ﹤0.01%
371
-629
937
$2K ﹤0.01%
+24
938
$2K ﹤0.01%
+117
939
$2K ﹤0.01%
60
940
$2K ﹤0.01%
42
+1
941
$2K ﹤0.01%
25
942
$2K ﹤0.01%
11
943
$2K ﹤0.01%
36
944
$2K ﹤0.01%
+37
945
$2K ﹤0.01%
+53
946
$2K ﹤0.01%
24
+2
947
$2K ﹤0.01%
263
+167
948
$2K ﹤0.01%
250
-90
949
$2K ﹤0.01%
+100
950
$2K ﹤0.01%
1,000
-1,300
36 37
38
39 40