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
451
$50K 0.01%
2,000
452
$49K 0.01%
1,157
+426
453
$49K 0.01%
235
454
$49K 0.01%
2,740
455
$48K 0.01%
980
+246
456
$48K 0.01%
3,726
457
$47K 0.01%
790
458
$47K 0.01%
919
459
$46K 0.01%
+3,070
460
$46K 0.01%
+2,156
461
$46K 0.01%
625
-25
462
$46K 0.01%
600
-150
463
$45K 0.01%
+1,010
464
$44K 0.01%
2,454
465
$43K ﹤0.01%
1,900
466
$43K ﹤0.01%
1,100
+100
467
$43K ﹤0.01%
2,175
468
$42K ﹤0.01%
644
469
$42K ﹤0.01%
776
470
$41K ﹤0.01%
942
471
$41K ﹤0.01%
+2,159
472
$41K ﹤0.01%
751
+122
473
$41K ﹤0.01%
1,330
-2,600
474
$40K ﹤0.01%
2,254
+1,054
475
$40K ﹤0.01%
1,333
17 18
19
20 21