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
626
$15K ﹤0.01%
268
627
$15K ﹤0.01%
200
628
$14K ﹤0.01%
+3,300
629
$14K ﹤0.01%
+532
630
$14K ﹤0.01%
400
631
$14K ﹤0.01%
255
632
$14K ﹤0.01%
+50
633
$14K ﹤0.01%
76
634
$14K ﹤0.01%
313
-200
635
$14K ﹤0.01%
500
636
$14K ﹤0.01%
282
637
$13K ﹤0.01%
550
638
$13K ﹤0.01%
647
639
$13K ﹤0.01%
100
-35
640
$13K ﹤0.01%
191
641
$13K ﹤0.01%
241
642
$13K ﹤0.01%
171
-471
643
$13K ﹤0.01%
213
644
$13K ﹤0.01%
440
645
$13K ﹤0.01%
300
646
$13K ﹤0.01%
149
-70
647
$13K ﹤0.01%
+114
648
$13K ﹤0.01%
400
649
$13K ﹤0.01%
+7,400
650
$13K ﹤0.01%
140
24 25
26
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