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
1
$70.1M 5.2%
1,970,160
+1,635
2
$68.7M 5.1%
221,786
+4,128
3
$52.1M 3.87%
571,668
-2,336
4
$51.9M 3.86%
255,135
+7,366
5
$41M 3.05%
133,089
-2,363
6
$37M 2.75%
114,125
-392
7
$32.5M 2.41%
476,164
-18,892
8
$31.1M 2.31%
225,460
-440
9
$26.5M 1.97%
368,499
+11,735
10
$25.3M 1.88%
483,576
+67,820
11
$19.6M 1.46%
139,513
+1,472
12
$17.5M 1.3%
111,898
-746
13
$17.5M 1.3%
211,753
+13,800
14
$17.1M 1.27%
153,284
+3,432
15
$16.7M 1.24%
429,441
+11,886
16
$16.4M 1.22%
174,298
+9,823
17
$15.9M 1.18%
225,660
+1,760
18
$15M 1.11%
59,885
-51
19
$14.7M 1.09%
161,133
+6,268
20
$14.5M 1.08%
49,098
+1,253
21
$14.2M 1.05%
76,774
+4,314
22
$13.2M 0.98%
219,867
+3,174
23
$12.7M 0.94%
55,815
+164
24
$12.2M 0.9%
123,958
+690
25
$11.7M 0.87%
250,148
+9,996
1
2 3 4 5