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
951
$2K ﹤0.01%
262
+6
952
$2K ﹤0.01%
123
953
$2K ﹤0.01%
+53
954
$2K ﹤0.01%
24
+2
955
$2K ﹤0.01%
263
+167
956
$2K ﹤0.01%
250
-90
957
$2K ﹤0.01%
200
958
$2K ﹤0.01%
+100
959
$2K ﹤0.01%
1,000
-1,300
960
$2K ﹤0.01%
200
+100
961
$2K ﹤0.01%
45
962
$2K ﹤0.01%
300
963
$2K ﹤0.01%
+75
964
$1K ﹤0.01%
+101
965
$1K ﹤0.01%
+100
966
$1K ﹤0.01%
+20
967
$1K ﹤0.01%
14
-4
968
$1K ﹤0.01%
8
969
$1K ﹤0.01%
12
970
$1K ﹤0.01%
6
971
$1K ﹤0.01%
+50
972
$1K ﹤0.01%
7
973
$1K ﹤0.01%
55
974
$1K ﹤0.01%
200
975
$1K ﹤0.01%
26
37 38
39
40 41