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
901
$2K ﹤0.01%
18
902
$2K ﹤0.01%
126
903
$2K ﹤0.01%
+60
904
$2K ﹤0.01%
130
905
$2K ﹤0.01%
+49
906
$2K ﹤0.01%
+66
907
$2K ﹤0.01%
+20
908
$2K ﹤0.01%
+78
909
$2K ﹤0.01%
+21
910
$2K ﹤0.01%
250
911
$2K ﹤0.01%
+102
912
$2K ﹤0.01%
100
913
$2K ﹤0.01%
+18
914
$2K ﹤0.01%
+38
915
$2K ﹤0.01%
+27
916
$2K ﹤0.01%
100
917
$2K ﹤0.01%
250
-200
918
$2K ﹤0.01%
+30
919
$2K ﹤0.01%
547
920
$2K ﹤0.01%
+17
921
$2K ﹤0.01%
100
922
$2K ﹤0.01%
+47
923
$1K ﹤0.01%
+24
924
$1K ﹤0.01%
26
925
$1K ﹤0.01%
+10
35 36
37
38 39