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
476
$40K ﹤0.01%
760
477
$40K ﹤0.01%
800
+200
478
$40K ﹤0.01%
921
479
$40K ﹤0.01%
285
-50
480
$40K ﹤0.01%
8,000
481
$39K ﹤0.01%
385
-40
482
$39K ﹤0.01%
554
+66
483
$39K ﹤0.01%
3,000
484
$38K ﹤0.01%
2,021
-250
485
$38K ﹤0.01%
+1,471
486
$38K ﹤0.01%
2,075
487
$38K ﹤0.01%
632
+477
488
$38K ﹤0.01%
515
+80
489
$37K ﹤0.01%
358
-17
490
$37K ﹤0.01%
+2,426
491
$37K ﹤0.01%
+505
492
$36K ﹤0.01%
830
-113
493
$36K ﹤0.01%
636
+125
494
$36K ﹤0.01%
406
-172
495
$36K ﹤0.01%
1,918
496
$35K ﹤0.01%
728
497
$35K ﹤0.01%
+1,000
498
$35K ﹤0.01%
2,800
499
$35K ﹤0.01%
+793
500
$34K ﹤0.01%
700
18 19
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