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
801
$3K ﹤0.01%
50
-50
802
$3K ﹤0.01%
54
803
$3K ﹤0.01%
128
804
$3K ﹤0.01%
120
805
$3K ﹤0.01%
62
-61
806
$3K ﹤0.01%
123
-379
807
$3K ﹤0.01%
126
808
$3K ﹤0.01%
300
+200
809
$3K ﹤0.01%
148
810
$3K ﹤0.01%
324
811
$3K ﹤0.01%
+15
812
$3K ﹤0.01%
290
813
$3K ﹤0.01%
20
814
$3K ﹤0.01%
1,000
815
$3K ﹤0.01%
350
-350
816
$3K ﹤0.01%
150
+56
817
$3K ﹤0.01%
5,000
818
$2K ﹤0.01%
+74
819
$2K ﹤0.01%
161
-85
820
$2K ﹤0.01%
600
+100
821
$2K ﹤0.01%
131
+10
822
$2K ﹤0.01%
+63
823
$2K ﹤0.01%
+3
824
$2K ﹤0.01%
+57
825
$2K ﹤0.01%
100
-100
31 32
33
34 35