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
251
$314K 0.03%
4,831
252
$306K 0.03%
6,366
-479
253
$306K 0.03%
1,344
254
$301K 0.03%
2,833
-225
255
$298K 0.03%
1
256
$298K 0.03%
1,550
-50
257
$296K 0.03%
20,500
258
$294K 0.03%
1,759
-217
259
$293K 0.03%
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-316
260
$293K 0.03%
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-208
261
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8,242
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262
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8,963
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263
$285K 0.03%
5,314
-744
264
$282K 0.03%
+3,230
265
$277K 0.03%
1,069
-29
266
$275K 0.03%
4,232
-1,937
267
$270K 0.02%
19,615
268
$266K 0.02%
4,400
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269
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4,170
-230
270
$259K 0.02%
1,643
-350
271
$238K 0.02%
1,761
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272
$237K 0.02%
2,792
273
$233K 0.02%
3,694
274
$230K 0.02%
1,628
+1,300
275
$226K 0.02%
5,465
-700
9 10
11
12 13