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
501
$34K ﹤0.01%
2,000
502
$34K ﹤0.01%
1,609
503
$34K ﹤0.01%
500
504
$34K ﹤0.01%
1,000
505
$33K ﹤0.01%
1,000
506
$33K ﹤0.01%
988
+540
507
$33K ﹤0.01%
427
+27
508
$33K ﹤0.01%
1,200
509
$33K ﹤0.01%
1,500
510
$32K ﹤0.01%
2,030
511
$32K ﹤0.01%
574
-200
512
$32K ﹤0.01%
800
513
$31K ﹤0.01%
631
514
$31K ﹤0.01%
397
515
$31K ﹤0.01%
304
-60
516
$30K ﹤0.01%
500
517
$30K ﹤0.01%
2,800
518
$30K ﹤0.01%
556
519
$30K ﹤0.01%
329
+79
520
$30K ﹤0.01%
26
+3
521
$30K ﹤0.01%
3,948
522
$30K ﹤0.01%
560
523
$30K ﹤0.01%
558
524
$30K ﹤0.01%
763
525
$30K ﹤0.01%
675
19 20
21
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