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
176
$850K 0.1%
6,288
+276
177
$849K 0.1%
39,683
-570
178
$846K 0.1%
11,625
-950
179
$844K 0.1%
9,841
+1,771
180
$837K 0.09%
19,964
-8,187
181
$833K 0.09%
+25,520
182
$818K 0.09%
10,522
+257
183
$800K 0.09%
5,771
+373
184
$776K 0.09%
5,983
+2,508
185
$768K 0.09%
9,183
186
$768K 0.09%
12,357
-1,235
187
$751K 0.09%
15,247
+721
188
$721K 0.08%
6,320
-150
189
$706K 0.08%
6,837
+805
190
$705K 0.08%
33,708
-730
191
$692K 0.08%
21,950
192
$685K 0.08%
19,465
+7,765
193
$680K 0.08%
20,400
194
$653K 0.07%
6,092
195
$643K 0.07%
5,023
-290
196
$632K 0.07%
8,937
-465
197
$629K 0.07%
5,040
-15
198
$626K 0.07%
9,075
-10,375
199
$626K 0.07%
8,026
+31
200
$626K 0.07%
23,254
-3,325
6 7
8
9 10