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
126
$2.94M 0.17%
37,358
+4,834
127
$2.84M 0.16%
12,820
-309
128
$2.77M 0.16%
11,464
-832
129
$2.76M 0.16%
52,177
+5,284
130
$2.76M 0.16%
33,740
+8,707
131
$2.74M 0.16%
53,454
-606
132
$2.64M 0.15%
22,593
-166
133
$2.62M 0.15%
12,650
-148
134
$2.59M 0.15%
30,337
-4,795
135
$2.59M 0.15%
11,640
+549
136
$2.59M 0.15%
37,832
-1,266
137
$2.59M 0.15%
12,762
+3,616
138
$2.58M 0.15%
11,657
+253
139
$2.57M 0.15%
20,460
-170
140
$2.54M 0.15%
14,411
-763
141
$2.45M 0.14%
9,860
-63
142
$2.45M 0.14%
31,299
-1,383
143
$2.44M 0.14%
17,632
+2,812
144
$2.43M 0.14%
20,578
-495
145
$2.43M 0.14%
17,442
-362
146
$2.42M 0.14%
55,700
-50
147
$2.41M 0.14%
62,268
-4,832
148
$2.4M 0.14%
72,718
-1,790
149
$2.34M 0.14%
26,823
+1,750
150
$2.33M 0.13%
29,888
+95
4 5
6
7 8