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
776
$6K ﹤0.01%
185
777
$6K ﹤0.01%
+47
778
$6K ﹤0.01%
300
779
$6K ﹤0.01%
1,000
780
$6K ﹤0.01%
800
781
$6K ﹤0.01%
1,000
782
$6K ﹤0.01%
+625
783
$6K ﹤0.01%
518
784
$6K ﹤0.01%
24
785
$6K ﹤0.01%
107
786
$6K ﹤0.01%
800
787
$6K ﹤0.01%
106
788
$6K ﹤0.01%
230
-1,770
789
$6K ﹤0.01%
+200
790
$6K ﹤0.01%
+357
791
$5K ﹤0.01%
+250
792
$5K ﹤0.01%
+44
793
$5K ﹤0.01%
+193
794
$5K ﹤0.01%
+57
795
$5K ﹤0.01%
100
796
$5K ﹤0.01%
150
797
$5K ﹤0.01%
+78
798
$5K ﹤0.01%
+275
799
$5K ﹤0.01%
105
800
$5K ﹤0.01%
+168