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
376
$88K 0.01%
1,035
-34
377
$86K 0.01%
651
-20
378
$86K 0.01%
212
379
$86K 0.01%
560
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380
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381
$85K 0.01%
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382
$83K 0.01%
622
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$82K 0.01%
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-18
384
$81K 0.01%
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385
$80K 0.01%
918
386
$79K 0.01%
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387
$78K 0.01%
940
388
$78K 0.01%
454
389
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1,053
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390
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740
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391
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424
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392
$77K 0.01%
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393
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396
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2,000
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1,500
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398
$71K 0.01%
1,751
399
$71K 0.01%
1,680
400
$71K 0.01%
400
14 15
16
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