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
551
$25K ﹤0.01%
306
552
$25K ﹤0.01%
3,437
553
$25K ﹤0.01%
1,400
554
$25K ﹤0.01%
803
555
$25K ﹤0.01%
1,800
556
$25K ﹤0.01%
2,000
557
$24K ﹤0.01%
1,400
558
$24K ﹤0.01%
3,645
+725
559
$24K ﹤0.01%
220
+28
560
$24K ﹤0.01%
1,675
+475
561
$23K ﹤0.01%
2,206
562
$23K ﹤0.01%
+3,100
563
$23K ﹤0.01%
261
564
$23K ﹤0.01%
+590
565
$23K ﹤0.01%
249
566
$23K ﹤0.01%
440
567
$23K ﹤0.01%
200
+100
568
$22K ﹤0.01%
1,565
569
$22K ﹤0.01%
1,797
570
$22K ﹤0.01%
1,850
571
$22K ﹤0.01%
+590
572
$22K ﹤0.01%
+192
573
$22K ﹤0.01%
200
574
$22K ﹤0.01%
300
575
$22K ﹤0.01%
1,435
+435
21 22
23
24 25