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
351
$110K 0.01%
4,114
+780
352
$109K 0.01%
2,683
353
$108K 0.01%
1,000
-12
354
$108K 0.01%
870
+370
355
$107K 0.01%
2,384
356
$107K 0.01%
3,311
357
$106K 0.01%
2,908
+154
358
$106K 0.01%
2,925
+2,300
359
$104K 0.01%
3,500
360
$102K 0.01%
3,447
+548
361
$101K 0.01%
545
+63
362
$101K 0.01%
+2,000
363
$100K 0.01%
4,486
-330
364
$100K 0.01%
2,933
-400
365
$99K 0.01%
950
366
$99K 0.01%
1,227
+1,177
367
$99K 0.01%
557
-9
368
$98K 0.01%
1,513
+77
369
$98K 0.01%
808
370
$98K 0.01%
1,690
371
$98K 0.01%
2,000
372
$97K 0.01%
600
373
$97K 0.01%
1,965
374
$97K 0.01%
912
+44
375
$95K 0.01%
4,000
13 14
15
16 17