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
1051
-161
1052
-11
1053
-63
1054
-100
1055
-75
1056
-400
1057
-130
1058
-14
1059
-200
1060
-57
1061
-2,750
1062
-24
1063
-62
1064
-200
1065
-50
1066
-25
1067
-17
1068
-1,000
1069
-200
1070
-500
1071
-80