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
651
$14K ﹤0.01%
1,200
652
$14K ﹤0.01%
247
-2,443
653
$14K ﹤0.01%
+333
654
$14K ﹤0.01%
1,039
-7,653
655
$13K ﹤0.01%
600
656
$13K ﹤0.01%
553
657
$13K ﹤0.01%
262
658
$13K ﹤0.01%
214
659
$13K ﹤0.01%
391
660
$13K ﹤0.01%
300
661
$12K ﹤0.01%
150
-446
662
$12K ﹤0.01%
145
663
$12K ﹤0.01%
320
-987
664
$12K ﹤0.01%
100
665
$12K ﹤0.01%
195
666
$12K ﹤0.01%
250
667
$12K ﹤0.01%
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668
$12K ﹤0.01%
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669
$12K ﹤0.01%
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670
$12K ﹤0.01%
456
671
$12K ﹤0.01%
87
672
$12K ﹤0.01%
236
673
$12K ﹤0.01%
550
674
$12K ﹤0.01%
900
675
$11K ﹤0.01%
178
25 26
27
28 29