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
126
$2.31M 0.17%
55,023
+2,762
127
$2.29M 0.17%
58,218
-930
128
$2.15M 0.16%
27,178
-132
129
$2.14M 0.16%
51,184
-1,435
130
$2.14M 0.16%
13,044
-718
131
$2.1M 0.16%
37,279
-3,059
132
$2.09M 0.16%
24,357
-607
133
$2.09M 0.15%
37,260
-10,488
134
$2.07M 0.15%
13,241
-64
135
$2.07M 0.15%
9,429
+925
136
$2.03M 0.15%
16,579
-369
137
$1.96M 0.15%
28,622
-372
138
$1.94M 0.14%
53,700
-2,640
139
$1.91M 0.14%
20,867
+1,055
140
$1.9M 0.14%
79,196
-1,264
141
$1.85M 0.14%
18,894
-645
142
$1.84M 0.14%
46,927
-6,474
143
$1.81M 0.13%
14,333
-145
144
$1.79M 0.13%
58,772
-754
145
$1.76M 0.13%
31,063
+2,205
146
$1.75M 0.13%
23,831
+3,373
147
$1.73M 0.13%
208,544
148
$1.69M 0.13%
4,637
+684
149
$1.68M 0.13%
66,430
-9,275
150
$1.68M 0.12%
11,994
+1,281
4 5
6
7 8