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
276
$233K 0.02%
1,344
277
$232K 0.02%
20,500
278
$230K 0.02%
1,200
279
$228K 0.02%
16,000
280
$228K 0.02%
2,627
-133
281
$224K 0.02%
3,677
+804
282
$220K 0.02%
8,245
+5,090
283
$214K 0.02%
+13,067
284
$208K 0.02%
756
+345
285
$207K 0.02%
1,000
286
$206K 0.02%
1,258
-13
287
$200K 0.01%
5,421
-70
288
$199K 0.01%
5,468
289
$198K 0.01%
7,390
+6,595
290
$197K 0.01%
2,022
-1,150
291
$197K 0.01%
709
+21
292
$196K 0.01%
5,250
293
$194K 0.01%
654
294
$193K 0.01%
3,645
-22
295
$193K 0.01%
2,685
-1,080
296
$191K 0.01%
2,466
297
$190K 0.01%
3,158
-1,098
298
$188K 0.01%
1,757
299
$185K 0.01%
1,950
+100
300
$183K 0.01%
1,605
-20
10 11
12
13 14