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
151
$1.66M 0.12%
50,774
-867
152
$1.66M 0.12%
69,817
-10,414
153
$1.65M 0.12%
6,833
+1,413
154
$1.64M 0.12%
77,902
+3,486
155
$1.61M 0.12%
11,247
-5,900
156
$1.58M 0.12%
46,733
-2,320
157
$1.51M 0.11%
7,962
+96
158
$1.51M 0.11%
21,497
-2,247
159
$1.49M 0.11%
16,391
-3,664
160
$1.49M 0.11%
74,492
+11,151
161
$1.48M 0.11%
7,317
+250
162
$1.43M 0.11%
26,192
+1,580
163
$1.43M 0.11%
12,372
+12
164
$1.43M 0.11%
55,036
-1,611
165
$1.37M 0.1%
7,131
-108
166
$1.35M 0.1%
35,176
-6,882
167
$1.24M 0.09%
31,620
-1,120
168
$1.24M 0.09%
40,734
-2,405
169
$1.24M 0.09%
11,115
-51
170
$1.22M 0.09%
28,241
-350
171
$1.22M 0.09%
20,740
-1,498
172
$1.19M 0.09%
22,973
+10,196
173
$1.18M 0.09%
28,993
-5,070
174
$1.17M 0.09%
7,931
-445
175
$1.12M 0.08%
6,605
+5,632
5 6
7
8 9