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
801
$5K ﹤0.01%
+380
802
$5K ﹤0.01%
514
803
$5K ﹤0.01%
298
+103
804
$5K ﹤0.01%
+215
805
$5K ﹤0.01%
92
806
$5K ﹤0.01%
+42
807
$5K ﹤0.01%
+169
808
$5K ﹤0.01%
200
809
$5K ﹤0.01%
+200
810
$5K ﹤0.01%
155
811
$5K ﹤0.01%
101
812
$5K ﹤0.01%
+292
813
$5K ﹤0.01%
140
814
$5K ﹤0.01%
+250
815
$5K ﹤0.01%
230
816
$5K ﹤0.01%
425
-2,500
817
$5K ﹤0.01%
60
818
$5K ﹤0.01%
22
819
$4K ﹤0.01%
676
-12
820
$4K ﹤0.01%
633
821
$4K ﹤0.01%
+96
822
$4K ﹤0.01%
+445
823
$4K ﹤0.01%
210
824
$4K ﹤0.01%
128
825
$4K ﹤0.01%
160
31 32
33
34 35