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
826
$4K ﹤0.01%
+60
827
$4K ﹤0.01%
106
828
$4K ﹤0.01%
90
-90
829
$4K ﹤0.01%
+84
830
$4K ﹤0.01%
150
831
$4K ﹤0.01%
140
832
$4K ﹤0.01%
113
833
$4K ﹤0.01%
+101
834
$4K ﹤0.01%
+101
835
$4K ﹤0.01%
21
-89
836
$4K ﹤0.01%
+350
837
$4K ﹤0.01%
+132
838
$4K ﹤0.01%
+800
839
$4K ﹤0.01%
+75
840
$4K ﹤0.01%
+750
841
$4K ﹤0.01%
88
842
$4K ﹤0.01%
103
-88
843
$4K ﹤0.01%
96
844
$3K ﹤0.01%
160
845
$3K ﹤0.01%
+57
846
$3K ﹤0.01%
+36
847
$3K ﹤0.01%
+57
848
$3K ﹤0.01%
+41
849
$3K ﹤0.01%
51
850
$3K ﹤0.01%
+64
32 33
34
35 36