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
626
$16K ﹤0.01%
176
627
$16K ﹤0.01%
+1,325
628
$16K ﹤0.01%
446
629
$16K ﹤0.01%
579
630
$16K ﹤0.01%
216
-31
631
$16K ﹤0.01%
783
632
$16K ﹤0.01%
300
633
$16K ﹤0.01%
414
634
$16K ﹤0.01%
75
635
$15K ﹤0.01%
400
636
$15K ﹤0.01%
1,048
637
$15K ﹤0.01%
1,200
638
$15K ﹤0.01%
250
639
$15K ﹤0.01%
304
-21
640
$15K ﹤0.01%
445
-320
641
$15K ﹤0.01%
305
-1,000
642
$15K ﹤0.01%
1,562
-1,689
643
$15K ﹤0.01%
464
644
$15K ﹤0.01%
445
645
$15K ﹤0.01%
2,096
646
$15K ﹤0.01%
89
-57
647
$15K ﹤0.01%
250
648
$15K ﹤0.01%
375
649
$15K ﹤0.01%
1,010
650
$14K ﹤0.01%
1,600
24 25
26
27 28