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
201
$720K 0.05%
8,755
202
$720K 0.05%
27,260
+8,770
203
$717K 0.05%
9,975
+732
204
$717K 0.05%
27,345
+7,325
205
$715K 0.05%
13,784
206
$686K 0.05%
15,080
207
$657K 0.05%
7,359
-142
208
$649K 0.05%
12,806
-3,080
209
$647K 0.05%
8,404
-187
210
$631K 0.05%
9,606
+180
211
$624K 0.05%
22,591
212
$603K 0.04%
7,873
-241
213
$602K 0.04%
24,390
-570
214
$598K 0.04%
18,013
-440
215
$597K 0.04%
1,537
+118
216
$593K 0.04%
5,563
-20
217
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6,235
218
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219
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14,583
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220
$563K 0.04%
24,222
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221
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21,800
+2,150
222
$550K 0.04%
5,647
+4,392
223
$549K 0.04%
6,441
-8
224
$532K 0.04%
6,678
+912
225
$531K 0.04%
8,795
+305
7 8
9
10 11