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
926
$1K ﹤0.01%
80
927
$1K ﹤0.01%
50
928
$1K ﹤0.01%
+11
929
$1K ﹤0.01%
+41
930
$1K ﹤0.01%
10
931
$1K ﹤0.01%
35
+7
932
$1K ﹤0.01%
93
933
$1K ﹤0.01%
82
934
$1K ﹤0.01%
7
-39
935
$1K ﹤0.01%
100
936
$1K ﹤0.01%
+42
937
$1K ﹤0.01%
+31
938
$1K ﹤0.01%
+13
939
$1K ﹤0.01%
18
940
$1K ﹤0.01%
+23
941
$1K ﹤0.01%
+68
942
$1K ﹤0.01%
+13
943
$1K ﹤0.01%
+47
944
$1K ﹤0.01%
+4
945
$1K ﹤0.01%
30
-78
946
$1K ﹤0.01%
+21
947
$1K ﹤0.01%
24
-18
948
$1K ﹤0.01%
75
949
$1K ﹤0.01%
400
950
– –
-100
36 37
38
39 40