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
76
$3.35M 0.38%
73,622
-1,980
77
$3.29M 0.37%
58,565
+868
78
$3.29M 0.37%
79,455
-5,412
79
$3.13M 0.35%
64,715
-1,724
80
$3.07M 0.35%
62,477
+514
81
$3.05M 0.35%
98,090
-390
82
$3.05M 0.35%
116,448
-632
83
$3M 0.34%
67,861
+2,731
84
$2.9M 0.33%
32,602
+1,585
85
$2.86M 0.32%
29,478
-705
86
$2.85M 0.32%
43,552
-221
87
$2.82M 0.32%
142,800
+500
88
$2.76M 0.31%
16,786
-184
89
$2.64M 0.3%
90,085
-1,295
90
$2.63M 0.3%
39,267
+5,250
91
$2.58M 0.29%
44,688
+7,849
92
$2.56M 0.29%
58,850
93
$2.56M 0.29%
16,694
-675
94
$2.52M 0.28%
36,433
-1,255
95
$2.43M 0.28%
111,920
+1,360
96
$2.37M 0.27%
30,494
+523
97
$2.32M 0.26%
94,728
+5,396
98
$2.29M 0.26%
55,580
+581
99
$2.27M 0.26%
28,330
-150
100
$2.27M 0.26%
16,669
+2,819
2 3
4
5 6