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
351
$109K 0.01%
1,800
352
$109K 0.01%
203
-55
353
$109K 0.01%
1,095
-345
354
$108K 0.01%
1,313
+113
355
$108K 0.01%
3,240
356
$107K 0.01%
6,270
357
$106K 0.01%
4,653
358
$105K 0.01%
2,375
359
$104K 0.01%
+3,138
360
$103K 0.01%
2,328
+450
361
$103K 0.01%
936
+310
362
$102K 0.01%
2,764
363
$98K 0.01%
1,408
+1,256
364
$97K 0.01%
2,750
365
$96K 0.01%
1,760
366
$96K 0.01%
1,250
367
$96K 0.01%
821
-7
368
$95K 0.01%
1,116
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369
$95K 0.01%
1,500
370
$93K 0.01%
5,379
371
$92K 0.01%
2,097
372
$91K 0.01%
113
-29
373
$91K 0.01%
314
374
$89K 0.01%
1,400
-29
375
$88K 0.01%
1,534
13 14
15
16 17