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
1001
– –
-200
1002
– –
-57
1003
– –
-2,750
1004
– –
-1,127
1005
– –
-172
1006
– –
-108
1007
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-150
1008
– –
-553
1009
– –
-178
1010
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-446
1011
– –
-579
1012
– –
-875
1013
– –
-27
1014
– –
-7
1015
– –
-1,001
1016
– –
-100
1017
– –
-17
1018
– –
-100
1019
– –
-60
1020
– –
-320
1021
– –
-54
1022
– –
-8
1023
– –
-280
1024
– –
-23
1025
– –
-4,465
39 40
41
42 43