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
51
$4.76M 0.54%
70,822
+7,470
52
$4.62M 0.52%
85,087
-217
53
$4.59M 0.52%
120,970
-2,465
54
$4.54M 0.51%
58,995
+236
55
$4.5M 0.51%
76,152
+859
56
$4.4M 0.5%
53,890
-23,223
57
$4.38M 0.5%
45,813
-3,677
58
$4.37M 0.49%
59,081
-53
59
$4.35M 0.49%
38,853
-7,129
60
$4.31M 0.49%
119,446
-2,802
61
$4.12M 0.47%
129,406
+75
62
$4.1M 0.46%
52,663
+4,554
63
$4.08M 0.46%
53,299
-9,080
64
$4.07M 0.46%
154,228
-15,082
65
$3.9M 0.44%
33,323
+310
66
$3.9M 0.44%
70,383
-1,665
67
$3.9M 0.44%
36,768
-686
68
$3.88M 0.44%
71,776
+100
69
$3.82M 0.43%
145,140
+20,820
70
$3.72M 0.42%
247,863
+91,692
71
$3.7M 0.42%
159,041
-4,915
72
$3.67M 0.42%
79,091
-1,735
73
$3.66M 0.41%
35,174
-249
74
$3.66M 0.41%
136,437
+8,725
75
$3.39M 0.38%
27,567
-210
1 2
3
4 5