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
676
$11K ﹤0.01%
321
677
$11K ﹤0.01%
450
678
$11K ﹤0.01%
350
679
$11K ﹤0.01%
+14
680
$11K ﹤0.01%
1,840
+1,300
681
$11K ﹤0.01%
2,855
682
$11K ﹤0.01%
213
683
$11K ﹤0.01%
+200
684
$11K ﹤0.01%
100
685
$11K ﹤0.01%
192
+92
686
$11K ﹤0.01%
+750
687
$10K ﹤0.01%
+132
688
$10K ﹤0.01%
932
689
$10K ﹤0.01%
520
690
$10K ﹤0.01%
+591
691
$10K ﹤0.01%
360
692
$10K ﹤0.01%
220
693
$10K ﹤0.01%
+270
694
$10K ﹤0.01%
268
695
$10K ﹤0.01%
250
696
$10K ﹤0.01%
+65
697
$10K ﹤0.01%
+875
698
$10K ﹤0.01%
125
699
$10K ﹤0.01%
+102
700
$10K ﹤0.01%
160
26 27
28
29 30