SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$3.46M
2
+$2.33M
3
+$1.34M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.21M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.12M

Top Sells

1
+$4.26M
2
+$3.37M
3
+$1.89M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.19M
5
AEE icon
Ameren
AEE
+$822K

Sector Composition

1 Technology 15.22%
2 Healthcare 10.54%
3 Financials 9.1%
4 Consumer Discretionary 7.44%
5 Communication Services 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$20K ﹤0.01%
165
+54
602
$20K ﹤0.01%
310
603
$20K ﹤0.01%
227
+77
604
$20K ﹤0.01%
830
605
$19K ﹤0.01%
400
606
$19K ﹤0.01%
153
607
$19K ﹤0.01%
468
608
$19K ﹤0.01%
1,000
609
$19K ﹤0.01%
685
610
$18K ﹤0.01%
1,248
+593
611
$18K ﹤0.01%
2,206
612
$18K ﹤0.01%
2,000
613
$18K ﹤0.01%
2,000
614
$18K ﹤0.01%
+240
615
$18K ﹤0.01%
340
-3,322
616
$18K ﹤0.01%
246
-132
617
$17K ﹤0.01%
1,000
618
$17K ﹤0.01%
358
-482
619
$17K ﹤0.01%
+606
620
$17K ﹤0.01%
452
-23
621
$17K ﹤0.01%
594
622
$17K ﹤0.01%
95
623
$17K ﹤0.01%
222
-477
624
$17K ﹤0.01%
1,190
+832
625
$17K ﹤0.01%
310
-4,113
23 24
25
26 27