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
$816M
AUM Growth
-$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$3.49M
3
+$1.97M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.65M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.63M

Top Sells

1
+$2.53M
2
+$1.92M
3
+$1.88M
4
COKE icon
Coca-Cola Consolidated
COKE
+$1.56M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.26M

Sector Composition

1 Healthcare 11.75%
2 Technology 10.75%
3 Industrials 7.19%
4 Financials 7.08%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$90K 0.01%
3,325
+400
352
$88K 0.01%
6,100
+4,250
353
$87K 0.01%
1,176
-375
354
$87K 0.01%
6,863
355
$86K 0.01%
732
-76
356
$86K 0.01%
4,066
-420
357
$86K 0.01%
1,440
-670
358
$86K 0.01%
1,500
-7,575
359
$86K 0.01%
2,933
360
$86K 0.01%
4,000
361
$84K 0.01%
863
362
$83K 0.01%
2,654
363
$83K 0.01%
10,926
364
$83K 0.01%
971
-1,799
365
$82K 0.01%
934
-100
366
$82K 0.01%
1,211
-40
367
$82K 0.01%
700
-200
368
$81K 0.01%
453
+50
369
$81K 0.01%
1,700
370
$80K 0.01%
1,800
371
$80K 0.01%
950
372
$78K 0.01%
8,016
373
$77K 0.01%
+2,499
374
$77K 0.01%
800
-200
375
$77K 0.01%
4,375
13 14
15
16 17