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
$1.1B
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$5.46M
3
+$1.83M
4
PWR icon
Quanta Services
PWR
+$1.43M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$938K

Top Sells

1
+$1.92M
2
+$1.65M
3
+$1.62M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.37M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.05M

Sector Composition

1 Technology 11.58%
2 Healthcare 10.93%
3 Financials 8.98%
4 Consumer Discretionary 6.87%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$451K 0.04%
6,795
-1,295
227
$439K 0.04%
3,057
+936
228
$439K 0.04%
5,881
-1,221
229
$438K 0.04%
22,054
-25,000
230
$415K 0.04%
9,344
-1,305
231
$405K 0.04%
2,469
+75
232
$401K 0.04%
6,543
-400
233
$396K 0.04%
3,619
+9
234
$394K 0.04%
4,322
+1,375
235
$373K 0.03%
2,748
+800
236
$365K 0.03%
3,800
-1,875
237
$364K 0.03%
6,149
+200
238
$361K 0.03%
4,914
-209
239
$361K 0.03%
3,452
-232
240
$360K 0.03%
6,712
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241
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3,523
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242
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1,436
243
$350K 0.03%
1,138
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244
$336K 0.03%
8,709
+8
245
$335K 0.03%
7,108
+196
246
$331K 0.03%
4,181
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247
$330K 0.03%
7,153
248
$322K 0.03%
2,945
+165
249
$318K 0.03%
2,784
250
$315K 0.03%
8,248
-160
8 9
10
11 12