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
551
$27K ﹤0.01%
975
552
$27K ﹤0.01%
506
553
$27K ﹤0.01%
1,095
-6,000
554
$27K ﹤0.01%
270
555
$27K ﹤0.01%
950
556
$27K ﹤0.01%
2,720
+320
557
$27K ﹤0.01%
413
+75
558
$27K ﹤0.01%
253
+140
559
$26K ﹤0.01%
374
560
$26K ﹤0.01%
284
561
$26K ﹤0.01%
72
-9
562
$26K ﹤0.01%
331
563
$26K ﹤0.01%
20
564
$26K ﹤0.01%
750
-1,300
565
$25K ﹤0.01%
651
-706
566
$25K ﹤0.01%
+901
567
$25K ﹤0.01%
656
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568
$25K ﹤0.01%
230
569
$25K ﹤0.01%
400
570
$25K ﹤0.01%
590
571
$24K ﹤0.01%
8,670
572
$24K ﹤0.01%
200
573
$24K ﹤0.01%
250
-718
574
$24K ﹤0.01%
1,015
-200
575
$24K ﹤0.01%
1,750
+1,250
21 22
23
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