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
$1.04B
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.47M
3
+$1.35M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.24M
5
MLM icon
Martin Marietta Materials
MLM
+$1.13M

Top Sells

1
+$9.12M
2
+$2.21M
3
+$1.62M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$906K

Sector Composition

1 Healthcare 11.63%
2 Technology 11.31%
3 Financials 8.49%
4 Industrials 6.57%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$123K 0.01%
8,692
327
$121K 0.01%
12,126
328
$120K 0.01%
508
-38
329
$118K 0.01%
842
330
$114K 0.01%
3,995
-1,330
331
$112K 0.01%
4,154
332
$109K 0.01%
700
333
$109K 0.01%
1,663
334
$109K 0.01%
2,250
335
$107K 0.01%
1,165
336
$104K 0.01%
7,312
337
$102K 0.01%
1,548
338
$100K 0.01%
1,535
-1,625
339
$98K 0.01%
1,961
+536
340
$96K 0.01%
1,500
341
$94K 0.01%
2,516
+216
342
$94K 0.01%
1,173
-175
343
$93K 0.01%
1,441
-1,410
344
$92K 0.01%
1,800
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345
$92K 0.01%
1,250
346
$90K 0.01%
1,900
347
$90K 0.01%
1,134
348
$89K 0.01%
3,822
349
$89K 0.01%
3,760
350
$89K 0.01%
1,127
-441
12 13
14
15 16