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
176
$1.58M 0.09%
24,640
-573
177
$1.53M 0.09%
35,312
-33,187
178
$1.53M 0.09%
6,308
-35
179
$1.53M 0.09%
10,866
+2,026
180
$1.52M 0.09%
7,087
+275
181
$1.5M 0.09%
41,324
-1,322
182
$1.5M 0.09%
16,579
-52
183
$1.42M 0.08%
22,866
-55
184
$1.39M 0.08%
9,183
+219
185
$1.35M 0.08%
13,764
-540
186
$1.35M 0.08%
26,568
+14,757
187
$1.35M 0.08%
17,434
+418
188
$1.32M 0.08%
19,854
-256
189
$1.27M 0.07%
7,400
-220
190
$1.26M 0.07%
25,752
-1,329
191
$1.25M 0.07%
4,189
-572
192
$1.18M 0.07%
43,509
-976
193
$1.12M 0.06%
5,783
+81
194
$1.1M 0.06%
25,959
-3,323
195
$1.08M 0.06%
41,459
+4,474
196
$1.04M 0.06%
14,558
-319
197
$1.02M 0.06%
7,241
-385
198
$1.01M 0.06%
5,033
+295
199
$1.01M 0.06%
6,327
+392
200
$994K 0.06%
4,038
-18
6 7
8
9 10