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
26
$10.7M 0.8%
151,600
+12,140
27
$10.7M 0.8%
19,723
-18
28
$10.3M 0.77%
78,257
+5,181
29
$10M 0.74%
40,448
+135
30
$9.66M 0.72%
55,437
-440
31
$9.62M 0.71%
37,211
+2,630
32
$9.57M 0.71%
239,613
+19,635
33
$9.26M 0.69%
51,885
+5,558
34
$9.16M 0.68%
166,085
+2,588
35
$8.98M 0.67%
24,788
+856
36
$8.4M 0.62%
70,234
+3,910
37
$8.13M 0.6%
135,480
+11,100
38
$8.13M 0.6%
138,325
+2,140
39
$8.08M 0.6%
124,419
-2,759
40
$8.05M 0.6%
59,601
+1,715
41
$8M 0.59%
37,259
+251
42
$7.99M 0.59%
41,335
+1,894
43
$7.89M 0.59%
42,128
-2,844
44
$7.61M 0.56%
144,434
+2,734
45
$7.36M 0.55%
42,839
+40
46
$7.16M 0.53%
53,253
-112
47
$6.88M 0.51%
15,809
+1,258
48
$6.73M 0.5%
70,654
+4,415
49
$6.65M 0.49%
699,800
+35,280
50
$6.47M 0.48%
34,271
-1,140
1
2
3 4 5