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
51
$6.43M 0.48%
95,416
-444
52
$6.2M 0.46%
100,681
-30,305
53
$6.03M 0.45%
33,481
+845
54
$5.95M 0.44%
338,109
-5,593
55
$5.87M 0.44%
116,138
+11,623
56
$5.81M 0.43%
109,094
+1,695
57
$5.79M 0.43%
64,862
-3,984
58
$5.67M 0.42%
53,568
+148
59
$5.63M 0.42%
18,557
+1,503
60
$5.49M 0.41%
25,436
+3,492
61
$5.48M 0.41%
52,457
-662
62
$5.47M 0.41%
38,334
+656
63
$5.47M 0.41%
42,802
-2,726
64
$5.45M 0.4%
238,541
+15,226
65
$5.3M 0.39%
30,215
+517
66
$5.09M 0.38%
128,442
-6,727
67
$5.06M 0.38%
48,137
-1,208
68
$5.04M 0.37%
88,961
+16,542
69
$4.99M 0.37%
132,980
-5,065
70
$4.99M 0.37%
36,401
+3,829
71
$4.9M 0.36%
114,765
+4,760
72
$4.89M 0.36%
33,806
+1,453
73
$4.81M 0.36%
107,560
-2,943
74
$4.79M 0.36%
48,853
+1,859
75
$4.63M 0.34%
83,682
+9,146
1 2
3
4 5