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
301
$181K 0.01%
2,332
302
$177K 0.01%
1,024
-100
303
$176K 0.01%
3,130
-60
304
$173K 0.01%
5,066
-2,189
305
$172K 0.01%
7,023
306
$170K 0.01%
4,100
+4,000
307
$169K 0.01%
7,530
308
$166K 0.01%
978
309
$165K 0.01%
+1,850
310
$161K 0.01%
2,120
+242
311
$160K 0.01%
15,714
312
$152K 0.01%
765
-10
313
$150K 0.01%
727
314
$145K 0.01%
1,758
315
$144K 0.01%
2,450
316
$142K 0.01%
1,750
317
$141K 0.01%
11,562
+6,798
318
$140K 0.01%
5,408
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319
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320
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1,253
-160
321
$139K 0.01%
4,116
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322
$138K 0.01%
2,627
-3,400
323
$138K 0.01%
2,752
+814
324
$136K 0.01%
5,025
+3,700
325
$134K 0.01%
1,203
-155
11 12
13
14 15