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
26
$7.71M 0.87%
79,973
+3,673
27
$7.68M 0.87%
66,209
+2,707
28
$6.91M 0.78%
98,996
+1,504
29
$6.91M 0.78%
215,200
30
$6.66M 0.75%
154,819
-1,503
31
$6.66M 0.75%
63,450
+598
32
$6.52M 0.74%
153,328
-16,025
33
$6.4M 0.72%
49,591
-1,954
34
$6.38M 0.72%
167,648
35
$6.37M 0.72%
93,944
+22,566
36
$6.22M 0.71%
171,691
+26,040
37
$5.81M 0.66%
94,656
+142
38
$5.8M 0.66%
50,020
-940
39
$5.52M 0.62%
75,170
40
$5.43M 0.62%
+129,857
41
$5.35M 0.61%
194,783
-1,008
42
$5.24M 0.59%
59,982
-1,160
43
$5.2M 0.59%
219,250
+1,864
44
$5.19M 0.59%
60,242
+13,352
45
$5.17M 0.59%
33,272
-1,208
46
$5.09M 0.58%
54,482
-331
47
$5.05M 0.57%
102,848
-97
48
$4.96M 0.56%
95,687
+1,595
49
$4.83M 0.55%
115,311
+3,670
50
$4.8M 0.54%
13,888
+165
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