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
701
$9K ﹤0.01%
+156
702
$9K ﹤0.01%
200
703
$9K ﹤0.01%
12,000
704
$9K ﹤0.01%
59
-28
705
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210
706
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130
707
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172
708
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+200
709
$9K ﹤0.01%
267
710
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80
711
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300
712
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16
+4
713
$9K ﹤0.01%
54
714
$9K ﹤0.01%
460
715
$9K ﹤0.01%
460
716
$9K ﹤0.01%
450
717
$9K ﹤0.01%
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718
$8K ﹤0.01%
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720
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721
$8K ﹤0.01%
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722
$8K ﹤0.01%
1,623
+51
723
$8K ﹤0.01%
50
724
$8K ﹤0.01%
+35
725
$8K ﹤0.01%
150
27 28
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