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
-2,019
1152
-250
1153
-6,600
1154
-499
1155
-300
1156
-3
1157
-225
1158
-284
1159
-90
1160
-70
1161
-500
1162
-33
1163
-123
1164
-100
1165
-284
1166
-27
1167
-200
1168
-101
1169
-923
1170
-100
1171
-2,043
1172
-117
1173
-275
1174
-250
1175
-500