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
251
$309K 0.03%
6,912
+411
252
$308K 0.03%
5,949
-1,030
253
$306K 0.03%
20,500
254
$305K 0.03%
3,058
-100
255
$304K 0.03%
2,780
-271
256
$301K 0.03%
8,408
-404
257
$300K 0.03%
2,784
-50
258
$296K 0.03%
2,121
-82
259
$292K 0.03%
1,976
+217
260
$290K 0.03%
1,600
261
$287K 0.03%
4,347
+3,000
262
$285K 0.03%
8,350
-2,274
263
$284K 0.03%
1,993
-26
264
$275K 0.03%
1
265
$272K 0.03%
19,615
266
$272K 0.03%
2,947
+32
267
$268K 0.03%
1,344
268
$267K 0.03%
1,098
-5
269
$255K 0.02%
3,198
270
$239K 0.02%
1,948
+878
271
$229K 0.02%
+4,540
272
$226K 0.02%
6,165
-440
273
$225K 0.02%
2,792
-520
274
$223K 0.02%
3,694
275
$221K 0.02%
2,584
+47
9 10
11
12 13