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
476
$43K ﹤0.01%
1,000
477
$42K ﹤0.01%
120
478
$42K ﹤0.01%
468
+453
479
$42K ﹤0.01%
+284
480
$41K ﹤0.01%
124
-8
481
$41K ﹤0.01%
1,206
-105
482
$41K ﹤0.01%
430
483
$41K ﹤0.01%
800
484
$40K ﹤0.01%
3,000
485
$40K ﹤0.01%
127
+102
486
$40K ﹤0.01%
+1,853
487
$40K ﹤0.01%
590
488
$39K ﹤0.01%
545
-11,337
489
$39K ﹤0.01%
340
+140
490
$39K ﹤0.01%
5,500
+4,500
491
$39K ﹤0.01%
+200
492
$39K ﹤0.01%
850
493
$38K ﹤0.01%
481
494
$38K ﹤0.01%
2,500
495
$38K ﹤0.01%
270
-10
496
$38K ﹤0.01%
767
-57
497
$38K ﹤0.01%
2,296
498
$38K ﹤0.01%
275
499
$37K ﹤0.01%
325
500
$37K ﹤0.01%
425
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