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
751
$6K ﹤0.01%
176
752
$6K ﹤0.01%
+70
753
$6K ﹤0.01%
+100
754
$6K ﹤0.01%
164
-333
755
$6K ﹤0.01%
154
+2
756
$6K ﹤0.01%
2,175
757
$6K ﹤0.01%
200
-2,500
758
$6K ﹤0.01%
400
759
$6K ﹤0.01%
+156
760
$5K ﹤0.01%
28
-54
761
$5K ﹤0.01%
250
762
$5K ﹤0.01%
250
763
$5K ﹤0.01%
280
-100
764
$5K ﹤0.01%
103
765
$5K ﹤0.01%
170
766
$5K ﹤0.01%
123
767
$5K ﹤0.01%
284
768
$5K ﹤0.01%
+100
769
$5K ﹤0.01%
57
770
$5K ﹤0.01%
100
771
$5K ﹤0.01%
100
772
$5K ﹤0.01%
532
773
$4K ﹤0.01%
35
774
$4K ﹤0.01%
+25
775
$4K ﹤0.01%
175
29 30
31
32 33