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
151
$2.26M 0.13%
25,328
-404
152
$2.25M 0.13%
85,975
+100
153
$2.2M 0.13%
33,111
+1,260
154
$2.18M 0.13%
16,979
-1,171
155
$2.11M 0.12%
5,703
+1,412
156
$2.1M 0.12%
8,535
+393
157
$2.07M 0.12%
16,497
+16,310
158
$2.02M 0.12%
44,730
-3,310
159
$2.02M 0.12%
22,919
-1,740
160
$1.99M 0.11%
87,220
+2,587
161
$1.97M 0.11%
11,592
-280
162
$1.96M 0.11%
7,072
+2,644
163
$1.93M 0.11%
7,521
+704
164
$1.92M 0.11%
21,578
+3,798
165
$1.9M 0.11%
48,414
+7,140
166
$1.87M 0.11%
36,491
-2,318
167
$1.86M 0.11%
18,254
+53
168
$1.86M 0.11%
25,849
-414
169
$1.85M 0.11%
14,501
-241
170
$1.84M 0.11%
71,832
+42,196
171
$1.84M 0.11%
13,890
-2,139
172
$1.78M 0.1%
22,654
-1,885
173
$1.77M 0.1%
34,693
-7,988
174
$1.64M 0.09%
20,746
-3,334
175
$1.59M 0.09%
14,244
+6,514
5 6
7
8 9