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
151
$1.32M 0.15%
16,552
-2,825
152
$1.31M 0.15%
33,029
-890
153
$1.28M 0.14%
17,138
+1,415
154
$1.27M 0.14%
16,845
-1,334
155
$1.25M 0.14%
24,880
+3,504
156
$1.23M 0.14%
6
157
$1.19M 0.14%
15,639
-200
158
$1.18M 0.13%
29,794
-132
159
$1.17M 0.13%
29,970
-1,744
160
$1.15M 0.13%
+41,236
161
$1.15M 0.13%
72,091
-18,530
162
$1.1M 0.13%
22,907
+56
163
$1.06M 0.12%
9,610
-120
164
$1.04M 0.12%
21,120
-214
165
$1.04M 0.12%
19,745
+1,379
166
$1.03M 0.12%
24,785
+2,707
167
$1.01M 0.11%
10,591
-157
168
$972K 0.11%
18,861
169
$948K 0.11%
15,939
-1,035
170
$926K 0.1%
23,478
-425
171
$921K 0.1%
16,958
-100
172
$919K 0.1%
53,986
+6,725
173
$913K 0.1%
14,955
+587
174
$913K 0.1%
28,987
-27,131
175
$895K 0.1%
11,107
+275
5 6
7
8 9