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
276
$204K 0.02%
2,872
277
$204K 0.02%
1,344
278
$203K 0.02%
8,548
-4,386
279
$201K 0.02%
+2,238
280
$201K 0.02%
3,500
-89
281
$199K 0.02%
+20,337
282
$198K 0.02%
6,369
-9,661
283
$197K 0.02%
994
-140
284
$194K 0.02%
+14,698
285
$193K 0.02%
3,275
-795
286
$188K 0.02%
5,240
-166
287
$188K 0.02%
1,616
-92
288
$187K 0.02%
4,365
289
$184K 0.02%
+10,789
290
$184K 0.02%
28,950
291
$177K 0.02%
18,850
-1,750
292
$174K 0.02%
1,691
-715
293
$172K 0.02%
3,124
-151
294
$170K 0.02%
6,055
295
$170K 0.02%
1,548
+339
296
$169K 0.02%
7,196
297
$160K 0.02%
3,900
+2,900
298
$158K 0.02%
2,250
299
$158K 0.02%
7,713
300
$156K 0.02%
18,341
+14,393
10 11
12
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