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
601
$20K ﹤0.01%
830
602
$20K ﹤0.01%
726
603
$20K ﹤0.01%
1,200
-3,560
604
$20K ﹤0.01%
165
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605
$19K ﹤0.01%
153
606
$19K ﹤0.01%
468
607
$19K ﹤0.01%
1,000
608
$19K ﹤0.01%
685
609
$19K ﹤0.01%
400
610
$18K ﹤0.01%
+240
611
$18K ﹤0.01%
1,248
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612
$18K ﹤0.01%
2,206
613
$18K ﹤0.01%
340
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614
$18K ﹤0.01%
246
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615
$18K ﹤0.01%
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616
$18K ﹤0.01%
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$17K ﹤0.01%
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619
$17K ﹤0.01%
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620
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$17K ﹤0.01%
594
622
$17K ﹤0.01%
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623
$17K ﹤0.01%
1,190
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624
$17K ﹤0.01%
310
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625
$17K ﹤0.01%
222
-477
23 24
25
26 27