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
826
$2K ﹤0.01%
200
827
$2K ﹤0.01%
62
828
$2K ﹤0.01%
650
+350
829
$2K ﹤0.01%
200
830
$2K ﹤0.01%
20
831
$2K ﹤0.01%
15
832
$2K ﹤0.01%
18
-17
833
$2K ﹤0.01%
208
834
$2K ﹤0.01%
258
+8
835
$2K ﹤0.01%
+100
836
$2K ﹤0.01%
36
837
$2K ﹤0.01%
25
+5
838
$2K ﹤0.01%
75
839
$2K ﹤0.01%
+200
840
$2K ﹤0.01%
+19
841
$2K ﹤0.01%
+39
842
$2K ﹤0.01%
2,200
+450
843
$2K ﹤0.01%
+250
844
$2K ﹤0.01%
175
-1,000
845
$2K ﹤0.01%
+300
846
$2K ﹤0.01%
250
-1,081
847
$2K ﹤0.01%
+1,216
848
$2K ﹤0.01%
+38
849
$1K ﹤0.01%
+300
850
$1K ﹤0.01%
+18
32 33
34
35 36