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
526
$30K ﹤0.01%
2,500
527
$29K ﹤0.01%
440
528
$29K ﹤0.01%
2,000
529
$29K ﹤0.01%
900
530
$29K ﹤0.01%
2,206
531
$28K ﹤0.01%
714
+114
532
$28K ﹤0.01%
700
-41
533
$28K ﹤0.01%
682
-9,513
534
$28K ﹤0.01%
635
+340
535
$28K ﹤0.01%
600
536
$28K ﹤0.01%
400
537
$28K ﹤0.01%
4,465
538
$28K ﹤0.01%
+877
539
$27K ﹤0.01%
250
540
$27K ﹤0.01%
722
-553
541
$27K ﹤0.01%
250
542
$27K ﹤0.01%
390
+275
543
$27K ﹤0.01%
1,216
544
$26K ﹤0.01%
1,200
545
$26K ﹤0.01%
317
+270
546
$26K ﹤0.01%
+900
547
$26K ﹤0.01%
1,065
548
$26K ﹤0.01%
1,000
549
$26K ﹤0.01%
400
550
$25K ﹤0.01%
402
20 21
22
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