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
276
$224K 0.02%
3,460
-80
277
$219K 0.02%
1,800
278
$219K 0.02%
4,536
+775
279
$218K 0.02%
2,372
-40
280
$214K 0.02%
1,950
281
$212K 0.02%
2,764
-100
282
$211K 0.02%
1,911
283
$205K 0.02%
2,944
284
$202K 0.02%
5,256
+3,441
285
$193K 0.02%
5,555
-500
286
$191K 0.02%
1,668
-29
287
$185K 0.02%
5,323
+334
288
$182K 0.02%
2,500
-46
289
$182K 0.02%
8,745
+660
290
$181K 0.02%
5,315
-6,002
291
$179K 0.02%
2,490
292
$178K 0.02%
3,400
293
$175K 0.02%
2,646
+46
294
$174K 0.02%
3,740
295
$174K 0.02%
2,069
296
$173K 0.02%
2,640
-260
297
$172K 0.02%
9,555
+835
298
$171K 0.02%
13,698
-1,000
299
$167K 0.02%
1,976
-608
300
$166K 0.02%
5,468
10 11
12
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