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
776
$4K ﹤0.01%
200
777
$4K ﹤0.01%
82
-300
778
$4K ﹤0.01%
11
-91
779
$4K ﹤0.01%
76
+1
780
$4K ﹤0.01%
19
781
$4K ﹤0.01%
124
782
$4K ﹤0.01%
181
783
$4K ﹤0.01%
+100
784
$4K ﹤0.01%
21
-297
785
$4K ﹤0.01%
15
786
$4K ﹤0.01%
25
787
$4K ﹤0.01%
500
788
$4K ﹤0.01%
2,000
789
$4K ﹤0.01%
449
-2,179
790
$4K ﹤0.01%
118
791
$4K ﹤0.01%
+232
792
$3K ﹤0.01%
107
-1
793
$3K ﹤0.01%
72
794
$3K ﹤0.01%
548
795
$3K ﹤0.01%
100
796
$3K ﹤0.01%
756
+34
797
$3K ﹤0.01%
+108
798
$3K ﹤0.01%
200
799
$3K ﹤0.01%
+42
800
$3K ﹤0.01%
+314
30 31
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