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
851
$3K ﹤0.01%
+58
852
$3K ﹤0.01%
+55
853
$3K ﹤0.01%
50
854
$3K ﹤0.01%
+104
855
$3K ﹤0.01%
+44
856
$3K ﹤0.01%
+50
857
$3K ﹤0.01%
150
858
$3K ﹤0.01%
100
859
$3K ﹤0.01%
16
860
$3K ﹤0.01%
42
-158
861
$3K ﹤0.01%
+43
862
$3K ﹤0.01%
+26
863
$3K ﹤0.01%
+145
864
$3K ﹤0.01%
377
865
$3K ﹤0.01%
125
866
$3K ﹤0.01%
200
867
$3K ﹤0.01%
+30
868
$3K ﹤0.01%
160
869
$3K ﹤0.01%
+57
870
$3K ﹤0.01%
+36
871
$3K ﹤0.01%
+74
872
$3K ﹤0.01%
+2
873
$3K ﹤0.01%
+57
874
$3K ﹤0.01%
100
875
$3K ﹤0.01%
100
33 34
35
36 37