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
276
$234K 0.03%
2,016
277
$228K 0.03%
3,475
+3,263
278
$228K 0.03%
2,907
279
$226K 0.03%
1,639
-334
280
$226K 0.03%
2,779
-885
281
$226K 0.03%
16,040
-2,005
282
$226K 0.03%
16,115
283
$225K 0.03%
5,583
284
$219K 0.02%
1,268
285
$217K 0.02%
5,631
286
$216K 0.02%
9,080
-260
287
$212K 0.02%
5,297
-37,588
288
$206K 0.02%
2,656
-74
289
$205K 0.02%
1,392
+14
290
$199K 0.02%
4,432
-300
291
$198K 0.02%
1,563
-703
292
$192K 0.02%
5,899
+115
293
$192K 0.02%
6,055
-760
294
$191K 0.02%
2,746
-4
295
$188K 0.02%
1,944
+587
296
$184K 0.02%
1,823
-27
297
$182K 0.02%
4,379
+185
298
$181K 0.02%
3,274
+500
299
$181K 0.02%
8,601
300
$180K 0.02%
1,600
-152
10 11
12
13 14