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
676
$11K ﹤0.01%
121
677
$11K ﹤0.01%
603
678
$11K ﹤0.01%
50
679
$11K ﹤0.01%
280
680
$11K ﹤0.01%
200
681
$11K ﹤0.01%
110
682
$11K ﹤0.01%
12,000
683
$11K ﹤0.01%
1,000
684
$11K ﹤0.01%
+902
685
$11K ﹤0.01%
1,000
686
$10K ﹤0.01%
+1,600
687
$10K ﹤0.01%
898
688
$10K ﹤0.01%
100
-21
689
$10K ﹤0.01%
100
690
$10K ﹤0.01%
950
-400
691
$10K ﹤0.01%
300
692
$10K ﹤0.01%
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693
$10K ﹤0.01%
81
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$10K ﹤0.01%
+100
695
$10K ﹤0.01%
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696
$10K ﹤0.01%
482
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697
$10K ﹤0.01%
+109
698
$10K ﹤0.01%
200
699
$10K ﹤0.01%
400
-200
700
$10K ﹤0.01%
80
26 27
28
29 30