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
1001
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1002
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1003
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-579
1004
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-875
1005
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-27
1006
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-50
1007
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-7
1008
– –
-1,001
1009
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-100
1010
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-17
1011
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-100
1012
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-60
1013
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1014
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-54
1015
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-8
1016
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-280
1017
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-23
1018
– –
-4,465
1019
– –
-25
1020
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-80
1021
– –
-1,000
1022
– –
-1,833
1023
– –
-1,235
1024
– –
-100
1025
– –
-317
39 40
41
42 43