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
451
$54K ﹤0.01%
458
452
$53K ﹤0.01%
1,385
+125
453
$52K ﹤0.01%
309
-100
454
$52K ﹤0.01%
1,000
455
$51K ﹤0.01%
328
456
$51K ﹤0.01%
446
457
$51K ﹤0.01%
405
-11
458
$50K ﹤0.01%
2,256
+536
459
$49K ﹤0.01%
1,868
-12,743
460
$48K ﹤0.01%
174
+150
461
$48K ﹤0.01%
292
+10
462
$47K ﹤0.01%
1,409
+10
463
$47K ﹤0.01%
869
-497
464
$47K ﹤0.01%
860
465
$47K ﹤0.01%
435
-1,196
466
$46K ﹤0.01%
425
467
$46K ﹤0.01%
4,500
468
$46K ﹤0.01%
3,500
469
$45K ﹤0.01%
330
470
$44K ﹤0.01%
6,045
+2,097
471
$44K ﹤0.01%
45
472
$44K ﹤0.01%
316
473
$43K ﹤0.01%
20,000
474
$43K ﹤0.01%
1,626
-412
475
$43K ﹤0.01%
642
17 18
19
20 21