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
101
$4.19M 0.24%
147,825
+3,650
102
$4.16M 0.24%
80,171
-1,968
103
$4.15M 0.24%
16,296
+229
104
$4.14M 0.24%
34,998
+1,428
105
$4.07M 0.23%
42,089
-1,339
106
$4.04M 0.23%
21,444
-470
107
$4M 0.23%
24,841
-1,228
108
$4M 0.23%
110,370
-4,906
109
$3.93M 0.23%
17,848
-341
110
$3.91M 0.23%
27,891
-950
111
$3.88M 0.22%
60,532
-1,490
112
$3.79M 0.22%
51,453
-4,274
113
$3.54M 0.2%
154,985
-72,085
114
$3.5M 0.2%
38,089
-3,692
115
$3.43M 0.2%
138,146
-3,934
116
$3.34M 0.19%
14,403
-250
117
$3.31M 0.19%
45,563
-2,932
118
$3.23M 0.19%
38,237
-720
119
$3.2M 0.18%
21,605
-476
120
$3.07M 0.18%
10,812
-14
121
$3.07M 0.18%
34,590
-460
122
$3.01M 0.17%
10,697
+1,218
123
$3M 0.17%
208,544
124
$2.98M 0.17%
26,962
+36
125
$2.96M 0.17%
38,885
-3,769
3 4
5
6 7