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
101
$2.25M 0.25%
21,098
-49
102
$2.22M 0.25%
42,177
+55
103
$2.21M 0.25%
22,702
+5,806
104
$2.19M 0.25%
115,833
-15,204
105
$2.13M 0.24%
50,020
+1,720
106
$2.13M 0.24%
30,094
+1,344
107
$2.11M 0.24%
25,146
-75
108
$2.11M 0.24%
37,005
+892
109
$2.1M 0.24%
70,324
110
$2.1M 0.24%
22,454
+449
111
$2.01M 0.23%
20,781
+154
112
$2M 0.23%
208,544
+500
113
$1.98M 0.22%
103,886
+26,551
114
$1.97M 0.22%
65,564
+886
115
$1.96M 0.22%
20,249
+433
116
$1.93M 0.22%
26,019
-773
117
$1.92M 0.22%
17,910
+1,349
118
$1.91M 0.22%
20,066
+1,694
119
$1.88M 0.21%
22,102
-4,630
120
$1.87M 0.21%
56,500
+1,260
121
$1.83M 0.21%
45,420
+563
122
$1.83M 0.21%
24,567
+1,160
123
$1.8M 0.2%
55,340
+3,913
124
$1.8M 0.2%
10,320
+50
125
$1.79M 0.2%
24,055
+1,232
3 4
5
6 7