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
76
$4.43M 0.33%
39,573
-4,757
77
$4.42M 0.33%
59,932
-260
78
$4.32M 0.32%
14,636
+340
79
$4.31M 0.32%
112,608
+11,262
80
$4.26M 0.32%
24,333
-102
81
$4.23M 0.31%
21,410
+3,751
82
$4.22M 0.31%
16,054
-170
83
$4.22M 0.31%
125,131
-5,802
84
$4.17M 0.31%
77,819
+483
85
$4.14M 0.31%
30,323
-937
86
$4.04M 0.3%
149,685
+28,300
87
$3.9M 0.29%
100,129
+3,639
88
$3.88M 0.29%
147,168
+23,858
89
$3.87M 0.29%
86,727
+14,827
90
$3.82M 0.28%
16,283
+291
91
$3.73M 0.28%
42,697
-260
92
$3.66M 0.27%
137,273
+32,003
93
$3.63M 0.27%
27,815
+270
94
$3.62M 0.27%
59,394
+3,068
95
$3.51M 0.26%
113,259
+5,803
96
$3.51M 0.26%
40,792
-112
97
$3.5M 0.26%
133,635
+14,530
98
$3.37M 0.25%
124,817
+21,969
99
$3.35M 0.25%
22,484
+1,050
100
$3.34M 0.25%
42,568
+4,231
2 3
4
5 6