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
$1.35B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.56M
3
+$1.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.28M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.14M

Top Sells

1
+$4.26M
2
+$3.48M
3
+$1.87M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.29M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$845K

Sector Composition

1 Technology 15.22%
2 Healthcare 10.54%
3 Financials 9.1%
4 Consumer Discretionary 7.44%
5 Communication Services 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$531K 0.04%
+12,869
227
$520K 0.04%
18,677
+246
228
$517K 0.04%
12,936
+1,276
229
$504K 0.04%
10,180
-50
230
$502K 0.04%
7,628
-50
231
$501K 0.04%
4,924
-445
232
$478K 0.04%
2,913
+1,216
233
$473K 0.04%
18,245
+2,195
234
$460K 0.03%
9,331
-1,000
235
$453K 0.03%
3,491
+1,662
236
$451K 0.03%
+8,125
237
$444K 0.03%
7,197
+927
238
$444K 0.03%
5,718
239
$436K 0.03%
4,379
-35
240
$431K 0.03%
27,037
+5,185
241
$431K 0.03%
18,630
-1,150
242
$428K 0.03%
40,662
243
$428K 0.03%
2,070
-1,595
244
$406K 0.03%
22,213
-12,525
245
$406K 0.03%
4,450
246
$405K 0.03%
15,823
-5,548
247
$383K 0.03%
4,748
-543
248
$378K 0.03%
2,161
+122
249
$364K 0.03%
4,154
-298
250
$351K 0.03%
3,246
-578
8 9
10
11 12