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
251
$349K 0.03%
8,243
-50
252
$333K 0.02%
6,374
-213
253
$324K 0.02%
4,678
+2
254
$322K 0.02%
1,921
-65
255
$320K 0.02%
17,408
-1,500
256
$313K 0.02%
1,216
-10
257
$312K 0.02%
23,625
258
$311K 0.02%
2,723
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259
$310K 0.02%
1,009
-60
260
$300K 0.02%
5,894
261
$296K 0.02%
1,044
-27
262
$290K 0.02%
4,628
+2,390
263
$288K 0.02%
1,926
-2,432
264
$284K 0.02%
7,153
265
$282K 0.02%
9,779
-3,437
266
$280K 0.02%
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267
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3,302
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268
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3,097
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269
$268K 0.02%
2,238
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270
$267K 0.02%
1
271
$260K 0.02%
6,035
272
$251K 0.02%
7,662
-100
273
$243K 0.02%
17,500
274
$238K 0.02%
2,557
+265
275
$236K 0.02%
4,805
+611
9 10
11
12 13