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
326
$132K 0.01%
2,110
+170
327
$130K 0.01%
2,700
+100
328
$130K 0.01%
3,644
-292
329
$130K 0.01%
3,708
-150
330
$130K 0.01%
2,543
331
$128K 0.01%
9,539
332
$128K 0.01%
1,209
333
$127K 0.01%
8,692
334
$125K 0.01%
2,021
-354
335
$125K 0.01%
3,669
336
$124K 0.01%
2,173
-425
337
$121K 0.01%
1,375
+545
338
$121K 0.01%
1,357
+1,228
339
$121K 0.01%
2,679
+1,732
340
$121K 0.01%
900
341
$121K 0.01%
1,614
+307
342
$119K 0.01%
1,034
343
$118K 0.01%
2,141
+329
344
$117K 0.01%
1,388
345
$117K 0.01%
2,886
+130
346
$117K 0.01%
1,010
+117
347
$115K 0.01%
285
+10
348
$115K 0.01%
4,524
+625
349
$115K 0.01%
1,251
+52
350
$111K 0.01%
1,754
-766
12 13
14
15 16