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
976
$1K ﹤0.01%
3
977
$1K ﹤0.01%
108
+2
978
$1K ﹤0.01%
265
979
$1K ﹤0.01%
18
980
$1K ﹤0.01%
72
981
$1K ﹤0.01%
+27
982
$1K ﹤0.01%
+20
983
– –
0
984
$1K ﹤0.01%
7
985
$1K ﹤0.01%
25
986
$1K ﹤0.01%
50
987
$1K ﹤0.01%
30
988
$1K ﹤0.01%
100
989
– –
-50
990
– –
-152
991
– –
-250
992
– –
-161
993
– –
-11
994
– –
-63
995
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-50
996
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-573
997
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998
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999
– –
-14
1000
– –
-23
38 39
40
41 42