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
651
$13K ﹤0.01%
958
652
$13K ﹤0.01%
100
653
$12K ﹤0.01%
500
654
$12K ﹤0.01%
+300
655
$12K ﹤0.01%
141
-353
656
$12K ﹤0.01%
100
657
$12K ﹤0.01%
1,000
658
$12K ﹤0.01%
+1,035
659
$12K ﹤0.01%
2,000
-2,000
660
$12K ﹤0.01%
250
661
$12K ﹤0.01%
191
+81
662
$12K ﹤0.01%
243
-60
663
$12K ﹤0.01%
375
-195
664
$12K ﹤0.01%
200
665
$11K ﹤0.01%
260
666
$11K ﹤0.01%
+1,300
667
$11K ﹤0.01%
691
668
$11K ﹤0.01%
700
669
$11K ﹤0.01%
176
670
$11K ﹤0.01%
782
671
$11K ﹤0.01%
344
+44
672
$11K ﹤0.01%
+277
673
$11K ﹤0.01%
566
-375
674
$11K ﹤0.01%
1,300
675
$11K ﹤0.01%
189
+89
25 26
27
28 29