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
426
$63K 0.01%
281
+81
427
$63K 0.01%
1,300
428
$63K 0.01%
2,190
429
$62K 0.01%
2,369
430
$62K 0.01%
700
-170
431
$62K 0.01%
1,275
432
$62K 0.01%
2,097
+98
433
$61K 0.01%
855
-744
434
$61K 0.01%
834
435
$60K 0.01%
1,075
436
$59K 0.01%
1,320
437
$58K 0.01%
7,000
-4,000
438
$56K 0.01%
1,400
439
$55K 0.01%
3,000
440
$55K 0.01%
1,760
441
$54K 0.01%
333
-74
442
$54K 0.01%
900
443
$53K 0.01%
20,000
444
$53K 0.01%
1,250
445
$53K 0.01%
1,597
446
$52K 0.01%
2,300
447
$51K 0.01%
2,192
448
$50K 0.01%
2,136
449
$50K 0.01%
2,696
450
$50K 0.01%
1,914
16 17
18
19 20