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
176
$1.1M 0.08%
20,672
-6,885
177
$1.09M 0.08%
17,583
+3,824
178
$1.09M 0.08%
28,798
+252
179
$1.07M 0.08%
19,628
+1,851
180
$1.06M 0.08%
9,442
+1,686
181
$1.06M 0.08%
39,520
+21,205
182
$1.05M 0.08%
15,369
+996
183
$1.05M 0.08%
148,018
184
$1.05M 0.08%
4,802
+180
185
$1.04M 0.08%
7,131
-341
186
$1.01M 0.08%
8,180
-126
187
$999K 0.07%
+44,968
188
$981K 0.07%
10,472
+410
189
$973K 0.07%
15,311
+1,154
190
$949K 0.07%
52,257
-4,823
191
$944K 0.07%
16,053
-2,032
192
$875K 0.07%
70,878
193
$854K 0.06%
15,053
+10,793
194
$851K 0.06%
3,643
+152
195
$825K 0.06%
7,037
-253
196
$802K 0.06%
10,035
+2,564
197
$798K 0.06%
20,757
-1,650
198
$791K 0.06%
3,974
+515
199
$787K 0.06%
16,528
+10
200
$733K 0.05%
27,160
+5,840
6 7
8
9 10