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
$875M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,009
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.59M
3
+$1.48M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.32M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Top Sells

1
+$1.97M
2
+$1.25M
3
+$1.1M
4
STT icon
State Street
STT
+$990K
5
COP icon
ConocoPhillips
COP
+$916K

Sector Composition

1 Healthcare 11.4%
2 Technology 10.58%
3 Consumer Staples 7.13%
4 Industrials 6.87%
5 Financials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$390K 0.04%
7,348
+1,672
227
$381K 0.04%
14,982
+12,452
228
$377K 0.04%
3,401
-250
229
$371K 0.04%
11,176
230
$371K 0.04%
2,279
-350
231
$359K 0.04%
7,711
-1,598
232
$358K 0.04%
2,956
233
$354K 0.04%
9,184
234
$350K 0.04%
11,450
-16,240
235
$348K 0.04%
5,793
+1,300
236
$347K 0.04%
4,266
+1,508
237
$341K 0.04%
2,557
+92
238
$334K 0.04%
9,103
239
$328K 0.04%
3,989
-502
240
$314K 0.04%
4,990
+625
241
$306K 0.04%
3,717
-200
242
$303K 0.03%
40,958
243
$301K 0.03%
5,165
244
$293K 0.03%
9,073
+2,899
245
$291K 0.03%
1,087
+206
246
$290K 0.03%
6,025
247
$288K 0.03%
8,407
+444
248
$286K 0.03%
33,327
-300
249
$273K 0.03%
2,304
+817
250
$268K 0.03%
3,186
-195
8 9
10
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