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
701
$9K ﹤0.01%
250
+150
702
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95
703
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380
704
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450
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706
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708
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709
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711
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106
712
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$9K ﹤0.01%
+525
717
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63
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718
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719
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+35
720
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+299
721
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130
722
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+291
723
$8K ﹤0.01%
325
724
$8K ﹤0.01%
450
725
$8K ﹤0.01%
302