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
$1.04B
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.47M
3
+$1.35M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.24M
5
MLM icon
Martin Marietta Materials
MLM
+$1.13M

Top Sells

1
+$9.12M
2
+$2.21M
3
+$1.62M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$906K

Sector Composition

1 Healthcare 11.63%
2 Technology 11.31%
3 Financials 8.49%
4 Industrials 6.57%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$453K 0.04%
6,106
227
$450K 0.04%
7,102
+638
228
$448K 0.04%
9,173
-1,850
229
$447K 0.04%
1,438
+143
230
$422K 0.04%
19,835
+3,790
231
$369K 0.04%
7,055
+3,985
232
$362K 0.03%
2,394
233
$362K 0.03%
6,169
-2,350
234
$360K 0.03%
5,123
+467
235
$358K 0.03%
6,684
236
$357K 0.03%
3,610
-1,138
237
$352K 0.03%
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-275
238
$344K 0.03%
3,638
-1,383
239
$336K 0.03%
6,845
-572
240
$335K 0.03%
11,317
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241
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8,613
242
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6,058
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243
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8,701
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244
$330K 0.03%
3,684
-20
245
$322K 0.03%
1,119
246
$321K 0.03%
1,436
-54
247
$319K 0.03%
9,633
248
$318K 0.03%
1,688
-1,201
249
$318K 0.03%
4,831
250
$315K 0.03%
7,153
8 9
10
11 12