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
251
$316K 0.04%
3,744
-100
252
$316K 0.04%
5,107
253
$307K 0.03%
1,745
-1,025
254
$306K 0.03%
24,212
+155
255
$294K 0.03%
35,064
256
$282K 0.03%
20,500
-1,000
257
$278K 0.03%
13,984
+10,227
258
$270K 0.03%
5,676
259
$270K 0.03%
7,633
260
$269K 0.03%
1,578
+1,165
261
$265K 0.03%
6,025
262
$258K 0.03%
5,315
-100
263
$255K 0.03%
841
+649
264
$249K 0.03%
4,656
+1,156
265
$247K 0.03%
+1,479
266
$246K 0.03%
5,415
+4,467
267
$245K 0.03%
5,378
-30
268
$245K 0.03%
4,000
-200
269
$244K 0.03%
4,214
+364
270
$244K 0.03%
9,176
+675
271
$238K 0.03%
5,740
272
$236K 0.03%
2,567
-14
273
$236K 0.03%
4,584
+259
274
$235K 0.03%
2,770
+19
275
$235K 0.03%
2,698
-36
9 10
11
12 13