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
301
$163K 0.01%
3,110
-390
302
$163K 0.01%
2,500
-307
303
$162K 0.01%
3,149
-101
304
$159K 0.01%
6,822
+3,000
305
$157K 0.01%
6,400
306
$155K 0.01%
981
+375
307
$153K 0.01%
599
+91
308
$153K 0.01%
1,259
-93
309
$150K 0.01%
10,039
-750
310
$148K 0.01%
10,560
-3,440
311
$148K 0.01%
2,516
-125
312
$146K 0.01%
1,390
+225
313
$145K 0.01%
1,279
-28
314
$144K 0.01%
1,222
+4
315
$141K 0.01%
3,333
316
$141K 0.01%
833
317
$140K 0.01%
2,469
318
$138K 0.01%
2,756
319
$138K 0.01%
3,080
320
$132K 0.01%
853
+11
321
$130K 0.01%
5,079
322
$129K 0.01%
15,091
323
$129K 0.01%
12,126
324
$127K 0.01%
1,388
325
$124K 0.01%
3,750
-1,140
11 12
13
14 15