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
326
$121K 0.01%
4,808
-1,600
327
$120K 0.01%
2,474
328
$120K 0.01%
2,375
+1,976
329
$119K 0.01%
700
330
$118K 0.01%
4,212
+58
331
$118K 0.01%
8,692
332
$117K 0.01%
2,205
+745
333
$116K 0.01%
1,663
334
$115K 0.01%
8,155
-750
335
$114K 0.01%
+2,230
336
$111K 0.01%
3,995
337
$110K 0.01%
5,236
+4,266
338
$109K 0.01%
+49,023
339
$108K 0.01%
1,127
340
$108K 0.01%
1,548
341
$106K 0.01%
3,700
-4,425
342
$106K 0.01%
2,674
+158
343
$101K 0.01%
3,910
+370
344
$100K 0.01%
3,249
-167
345
$99K 0.01%
1,900
346
$99K 0.01%
+6,142
347
$98K 0.01%
1,173
348
$97K 0.01%
1,500
349
$96K 0.01%
4,000
+1,000
350
$93K 0.01%
1,055
-79
12 13
14
15 16