We are live on ! Find out more
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
$1.89B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.06M
3
+$2.84M
4
CABO icon
Cable One
CABO
+$2.52M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.2M

Top Sells

1
+$2.96M
2
+$2.54M
3
+$2.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.34M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$974K

Sector Composition

1 Technology 15.59%
2 Financials 10.5%
3 Healthcare 9.82%
4 Consumer Discretionary 7.56%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
– –
-250
1152
– –
-6,600
1153
– –
-499
1154
– –
-23
1155
– –
-306
1156
– –
-300
1157
– –
-3
1158
– –
-225
1159
– –
-284
1160
– –
-2,296
1161
– –
-200
1162
– –
-33
1163
– –
-123
1164
– –
-100
1165
– –
-284
1166
– –
-27
1167
– –
-414
1168
– –
-315
1169
– –
-308
1170
– –
-121
1171
– –
-200
1172
– –
-375
1173
– –
-101
1174
– –
-923
1175
– –
-991
44 45 46
47
48