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
76
$5.63M 0.32%
34,303
-6,104
77
$5.55M 0.32%
94,807
+10,849
78
$5.52M 0.32%
205,588
-12,170
79
$5.46M 0.31%
97,773
-1,121
80
$5.38M 0.31%
96,403
-1,188
81
$5.31M 0.31%
98,094
-1,127
82
$5.28M 0.3%
71,432
-954
83
$5.21M 0.3%
13,997
-212
84
$5.09M 0.29%
65,870
-748
85
$5.09M 0.29%
39,979
-1,595
86
$5.09M 0.29%
46,539
+2,712
87
$5.07M 0.29%
14,880
+1,263
88
$5.01M 0.29%
191,551
+3,271
89
$5M 0.29%
36,886
-619
90
$4.96M 0.29%
188,234
-10,645
91
$4.92M 0.28%
46,974
-3,093
92
$4.86M 0.28%
44,863
-2,748
93
$4.69M 0.27%
17,950
+472
94
$4.65M 0.27%
174,033
-8,190
95
$4.52M 0.26%
85,818
+2,295
96
$4.5M 0.26%
59,335
-1,229
97
$4.45M 0.26%
174,651
+4,936
98
$4.44M 0.26%
29,487
-513
99
$4.38M 0.25%
16,499
+2,351
100
$4.26M 0.25%
23,220
-925
2 3
4
5 6