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
301
$179K 0.02%
2,152
+111
302
$178K 0.02%
4,328
+620
303
$178K 0.02%
2,756
304
$177K 0.02%
1,115
305
$175K 0.02%
+3,407
306
$172K 0.02%
2,900
307
$169K 0.02%
1,409
+52
308
$167K 0.02%
3,350
+2,296
309
$162K 0.02%
2,729
310
$158K 0.02%
3,611
311
$158K 0.02%
6,918
312
$157K 0.02%
1,344
313
$151K 0.02%
2,616
+1,741
314
$147K 0.02%
4,600
-80
315
$142K 0.02%
9,344
316
$142K 0.02%
1,551
-669
317
$142K 0.02%
2,490
318
$141K 0.02%
3,740
319
$139K 0.02%
5,000
+1,140
320
$138K 0.02%
7,857
-740
321
$138K 0.02%
3,250
322
$136K 0.02%
5,468
323
$135K 0.02%
1,601
-1,311
324
$135K 0.02%
1,350
-450
325
$134K 0.02%
60
+2
11 12
13
14 15