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
351
$92K 0.01%
2,361
-250
352
$92K 0.01%
2,933
353
$90K 0.01%
3,900
-675
354
$90K 0.01%
1,303
-739
355
$90K 0.01%
12,797
-15,000
356
$90K 0.01%
863
357
$90K 0.01%
+1,640
358
$90K 0.01%
4,390
359
$89K 0.01%
1,444
+800
360
$89K 0.01%
433
-71
361
$87K 0.01%
3,365
362
$86K 0.01%
4,000
-375
363
$86K 0.01%
1,433
364
$85K 0.01%
307
+300
365
$84K 0.01%
3,370
-626
366
$83K 0.01%
13,500
367
$83K 0.01%
5,000
368
$82K 0.01%
1,211
369
$81K 0.01%
1,042
+300
370
$81K 0.01%
4,082
371
$80K 0.01%
674
+164
372
$80K 0.01%
1,300
373
$80K 0.01%
1,924
-922
374
$80K 0.01%
699
375
$78K 0.01%
5,080
+40
13 14
15
16 17