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
601
$17K ﹤0.01%
2,077
602
$17K ﹤0.01%
+200
603
$17K ﹤0.01%
4,300
604
$17K ﹤0.01%
500
-250
605
$17K ﹤0.01%
+500
606
$17K ﹤0.01%
2,102
607
$16K ﹤0.01%
534
608
$16K ﹤0.01%
367
609
$16K ﹤0.01%
260
610
$16K ﹤0.01%
+450
611
$16K ﹤0.01%
+233
612
$16K ﹤0.01%
451
613
$16K ﹤0.01%
248
+108
614
$16K ﹤0.01%
+86
615
$16K ﹤0.01%
+400
616
$16K ﹤0.01%
1,143
617
$16K ﹤0.01%
+303
618
$16K ﹤0.01%
+300
619
$16K ﹤0.01%
535
+210
620
$16K ﹤0.01%
290
621
$15K ﹤0.01%
372
622
$15K ﹤0.01%
+248
623
$15K ﹤0.01%
106
-1
624
$15K ﹤0.01%
+671
625
$15K ﹤0.01%
+520
23 24
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