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
326
$133K 0.01%
1,520
327
$131K 0.01%
4,678
+1,018
328
$131K 0.01%
+652
329
$130K 0.01%
352
330
$128K 0.01%
763
+138
331
$128K 0.01%
2,490
332
$127K 0.01%
7,768
333
$126K 0.01%
1,902
334
$126K 0.01%
5,418
-149,622
335
$125K 0.01%
3,950
+330
336
$125K 0.01%
5,672
337
$124K 0.01%
4,500
338
$123K 0.01%
2,660
339
$121K 0.01%
7,900
340
$121K 0.01%
1,483
341
$120K 0.01%
10,570
+3,960
342
$120K 0.01%
706
-159
343
$119K 0.01%
1,676
344
$118K 0.01%
947
345
$117K 0.01%
1,575
+1,400
346
$114K 0.01%
6,500
347
$113K 0.01%
7,300
348
$113K 0.01%
+2,270
349
$111K 0.01%
876
350
$111K 0.01%
6,530
12 13
14
15 16