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
526
$32K ﹤0.01%
2,536
+8
527
$32K ﹤0.01%
125
528
$31K ﹤0.01%
799
+11
529
$31K ﹤0.01%
916
+674
530
$31K ﹤0.01%
441
531
$31K ﹤0.01%
250
532
$30K ﹤0.01%
5,000
-4,000
533
$30K ﹤0.01%
1,333
534
$30K ﹤0.01%
1,505
535
$30K ﹤0.01%
4,465
536
$30K ﹤0.01%
298
537
$29K ﹤0.01%
557
+176
538
$29K ﹤0.01%
1,500
-283
539
$29K ﹤0.01%
2,400
540
$29K ﹤0.01%
858
+543
541
$29K ﹤0.01%
500
+100
542
$29K ﹤0.01%
313
543
$28K ﹤0.01%
590
544
$28K ﹤0.01%
200
545
$28K ﹤0.01%
264
-80
546
$28K ﹤0.01%
200
547
$27K ﹤0.01%
200
548
$27K ﹤0.01%
460
549
$27K ﹤0.01%
537
550
$27K ﹤0.01%
2,080
20 21
22
23 24