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
351
$89K 0.01%
719
352
$89K 0.01%
2,652
353
$89K 0.01%
5,431
-5,500
354
$87K 0.01%
1,851
355
$87K 0.01%
1,657
-653
356
$86K 0.01%
3,540
-750
357
$85K 0.01%
1,378
358
$85K 0.01%
1,684
+50
359
$85K 0.01%
1,534
360
$84K 0.01%
1,024
361
$84K 0.01%
1,110
+1,000
362
$83K 0.01%
2,474
363
$83K 0.01%
699
364
$82K 0.01%
512
365
$81K 0.01%
5,000
366
$81K 0.01%
1,062
-83
367
$81K 0.01%
1,207
368
$81K 0.01%
2,769
369
$81K 0.01%
1,330
370
$81K 0.01%
508
371
$79K 0.01%
1,026
-60
372
$79K 0.01%
4,684
373
$79K 0.01%
594
+89
374
$78K 0.01%
2,383
+10
375
$78K 0.01%
4,500
-2,500
13 14
15
16 17