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
501
$37K ﹤0.01%
3,000
502
$37K ﹤0.01%
770
-230
503
$37K ﹤0.01%
2,600
504
$37K ﹤0.01%
500
505
$37K ﹤0.01%
200
506
$36K ﹤0.01%
115
-35
507
$36K ﹤0.01%
550
+400
508
$35K ﹤0.01%
3,000
509
$35K ﹤0.01%
1,920
510
$35K ﹤0.01%
+246
511
$34K ﹤0.01%
238
512
$34K ﹤0.01%
560
-129
513
$34K ﹤0.01%
400
514
$34K ﹤0.01%
300
515
$34K ﹤0.01%
385
-103
516
$33K ﹤0.01%
124
517
$33K ﹤0.01%
150
518
$33K ﹤0.01%
+325
519
$33K ﹤0.01%
360
+150
520
$33K ﹤0.01%
1,000
-78
521
$33K ﹤0.01%
+655
522
$33K ﹤0.01%
435
523
$32K ﹤0.01%
500
524
$32K ﹤0.01%
61
525
$32K ﹤0.01%
2,387
19 20
21
22 23