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
$883M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$7.55M
2
+$5.43M
3
+$4.86M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.58M
5
VOD icon
Vodafone
VOD
+$1.68M

Top Sells

1
+$1.9M
2
+$1.78M
3
+$1.5M
4
WY icon
Weyerhaeuser
WY
+$855K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$799K

Sector Composition

1 Healthcare 12.19%
2 Technology 10.67%
3 Energy 7.66%
4 Industrials 7.48%
5 Financials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$461K 0.05%
11,449
-1,101
227
$434K 0.05%
3,824
+1,336
228
$425K 0.05%
10,274
+1,613
229
$423K 0.05%
7,725
230
$420K 0.05%
3,861
-300
231
$413K 0.05%
44,797
232
$412K 0.05%
7,780
+1,762
233
$398K 0.05%
8,211
+498
234
$390K 0.04%
7,452
+800
235
$388K 0.04%
35,577
+285
236
$388K 0.04%
5,480
-1,955
237
$359K 0.04%
14,095
-500
238
$353K 0.04%
14,126
239
$349K 0.04%
5,139
+265
240
$346K 0.04%
2,445
-175
241
$346K 0.04%
19,266
242
$343K 0.04%
4,117
-250
243
$335K 0.04%
6,417
-48
244
$334K 0.04%
3,235
245
$334K 0.04%
48,150
246
$333K 0.04%
7,413
247
$332K 0.04%
2,606
+50
248
$330K 0.04%
7,153
249
$326K 0.04%
10,184
-1,154
250
$319K 0.04%
4,530
8 9
10
11 12