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
126
$1.77M 0.2%
122,256
-8,660
127
$1.75M 0.2%
26,189
-979
128
$1.75M 0.2%
30,445
+5,047
129
$1.72M 0.19%
72,705
+498
130
$1.72M 0.19%
30,741
-6,819
131
$1.68M 0.19%
46,162
+45,944
132
$1.67M 0.19%
20,962
+6,877
133
$1.66M 0.19%
8,311
+1,785
134
$1.65M 0.19%
39,270
+4,050
135
$1.65M 0.19%
19,048
+1,169
136
$1.64M 0.19%
102,930
+11,730
137
$1.62M 0.18%
15,104
+69
138
$1.57M 0.18%
11,980
+150
139
$1.56M 0.18%
+397,300
140
$1.56M 0.18%
19,415
+12,824
141
$1.5M 0.17%
31,053
-14,419
142
$1.5M 0.17%
36,994
+84
143
$1.46M 0.17%
11,703
-1,335
144
$1.44M 0.16%
44,483
-2,075
145
$1.42M 0.16%
18,946
+5,107
146
$1.41M 0.16%
11,591
+114
147
$1.41M 0.16%
34,421
-3,865
148
$1.38M 0.16%
25,555
+782
149
$1.36M 0.15%
24,107
-399
150
$1.34M 0.15%
20,028
-124
4 5
6
7 8