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
401
$71K 0.01%
1,238
402
$70K 0.01%
5,001
403
$70K 0.01%
808
404
$69K 0.01%
363
405
$69K 0.01%
100
+21
406
$69K 0.01%
2,316
+1,043
407
$68K 0.01%
+4,000
408
$68K 0.01%
5,000
409
$68K 0.01%
2,884
-4,926
410
$68K 0.01%
340
-27
411
$68K 0.01%
350
+10
412
$68K 0.01%
5,500
413
$67K 0.01%
750
414
$67K 0.01%
+689
415
$66K ﹤0.01%
2,828
-43
416
$66K ﹤0.01%
5,821
-39,836
417
$65K ﹤0.01%
1,000
418
$65K ﹤0.01%
+6,500
419
$65K ﹤0.01%
801
420
$64K ﹤0.01%
3,675
421
$64K ﹤0.01%
945
422
$63K ﹤0.01%
709
423
$62K ﹤0.01%
1,500
424
$62K ﹤0.01%
1,660
425
$62K ﹤0.01%
4,478
15 16
17
18 19