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
351
$92K 0.01%
1,250
352
$91K 0.01%
1,800
353
$91K 0.01%
1,534
354
$91K 0.01%
666
-33
355
$90K 0.01%
719
356
$90K 0.01%
1,410
+300
357
$90K 0.01%
2,552
-100
358
$90K 0.01%
1,657
359
$90K 0.01%
2,250
360
$90K 0.01%
499
-9
361
$89K 0.01%
1,208
-233
362
$88K 0.01%
512
363
$87K 0.01%
1,851
364
$87K 0.01%
1,024
365
$86K 0.01%
3,760
366
$85K 0.01%
1,378
367
$84K 0.01%
1,207
368
$83K 0.01%
1,634
-50
369
$82K 0.01%
4,684
370
$82K 0.01%
3,700
371
$82K 0.01%
1,330
372
$80K 0.01%
657
+9
373
$80K 0.01%
3,354
374
$79K 0.01%
5,000
375
$79K 0.01%
+4,018
13 14
15
16 17