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
401
$77K 0.01%
1,569
-16
402
$77K 0.01%
2,295
-191
403
$77K 0.01%
2,510
404
$76K 0.01%
5,000
405
$76K 0.01%
1,980
406
$74K 0.01%
3,500
407
$73K 0.01%
764
408
$72K 0.01%
825
409
$71K 0.01%
1,434
410
$71K 0.01%
754
411
$70K 0.01%
3,000
412
$70K 0.01%
2,500
413
$70K 0.01%
2,175
+85
414
$68K 0.01%
969
415
$68K 0.01%
1,300
416
$68K 0.01%
4,545
417
$67K 0.01%
5,040
418
$66K 0.01%
4,270
419
$66K 0.01%
+7,800
420
$65K 0.01%
441
421
$64K 0.01%
2,850
-150
422
$64K 0.01%
800
-200
423
$64K 0.01%
512
-87
424
$63K 0.01%
1,610
-655
425
$63K 0.01%
5,000
15 16
17
18 19