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
726
$8K ﹤0.01%
101
-17
727
$8K ﹤0.01%
500
728
$8K ﹤0.01%
59
729
$8K ﹤0.01%
+199
730
$8K ﹤0.01%
+100
731
$7K ﹤0.01%
31
-31
732
$7K ﹤0.01%
+220
733
$7K ﹤0.01%
+400
734
$7K ﹤0.01%
701
735
$7K ﹤0.01%
+100
736
$7K ﹤0.01%
180
737
$7K ﹤0.01%
50
738
$7K ﹤0.01%
85
739
$7K ﹤0.01%
33
740
$7K ﹤0.01%
1,149
741
$7K ﹤0.01%
870
742
$7K ﹤0.01%
70
743
$7K ﹤0.01%
77
-23
744
$6K ﹤0.01%
133
745
$6K ﹤0.01%
50
-24
746
$6K ﹤0.01%
305
747
$6K ﹤0.01%
125
+1
748
$6K ﹤0.01%
+150
749
$6K ﹤0.01%
142
750
$6K ﹤0.01%
360
28 29
30
31 32