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
426
$62K ﹤0.01%
5,831
427
$61K ﹤0.01%
850
428
$61K ﹤0.01%
347
429
$61K ﹤0.01%
545
-17
430
$61K ﹤0.01%
1,372
+500
431
$60K ﹤0.01%
870
432
$60K ﹤0.01%
5,000
433
$60K ﹤0.01%
804
+4
434
$60K ﹤0.01%
1,620
-1,057
435
$59K ﹤0.01%
2,089
+1,888
436
$58K ﹤0.01%
477
+313
437
$58K ﹤0.01%
4,000
438
$57K ﹤0.01%
36
-60
439
$57K ﹤0.01%
500
440
$57K ﹤0.01%
4,505
441
$56K ﹤0.01%
675
-90
442
$56K ﹤0.01%
970
+4
443
$55K ﹤0.01%
3,617
+2,051
444
$55K ﹤0.01%
+418
445
$55K ﹤0.01%
1,902
-200
446
$54K ﹤0.01%
6,600
447
$54K ﹤0.01%
840
448
$54K ﹤0.01%
1,548
-54
449
$54K ﹤0.01%
576
+177
450
$54K ﹤0.01%
1,144
-681
16 17
18
19 20