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
301
$153K 0.02%
3,911
+3,511
302
$149K 0.02%
6,918
303
$149K 0.02%
1,436
+695
304
$148K 0.02%
3,669
305
$148K 0.02%
1,850
306
$143K 0.02%
2,227
-69
307
$142K 0.02%
1,364
-425
308
$141K 0.02%
1,873
-300
309
$139K 0.02%
3,708
310
$138K 0.02%
3,632
+1,075
311
$136K 0.02%
3,740
312
$135K 0.02%
2,223
-400
313
$135K 0.02%
4,664
+1,852
314
$135K 0.02%
2,918
+1,484
315
$135K 0.02%
8,692
316
$133K 0.02%
3,644
317
$132K 0.02%
+8,905
318
$131K 0.02%
4,177
+3,139
319
$131K 0.02%
2,846
-966
320
$130K 0.01%
4,600
321
$129K 0.01%
2,490
322
$127K 0.01%
2,756
-130
323
$126K 0.01%
4,890
324
$126K 0.01%
+19,240
325
$125K 0.01%
1,357
11 12
13
14 15