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
376
$76K 0.01%
1,340
-350
377
$76K 0.01%
2,812
378
$75K 0.01%
+1,196
379
$74K 0.01%
8,225
-1,625
380
$73K 0.01%
809
-103
381
$72K 0.01%
3,000
382
$72K 0.01%
5,000
383
$71K 0.01%
48
-12
384
$70K 0.01%
2,850
385
$70K 0.01%
1,300
386
$70K 0.01%
2,117
-1,330
387
$69K 0.01%
585
-100
388
$68K 0.01%
1,300
389
$68K 0.01%
1,969
-233
390
$68K 0.01%
+6,270
391
$66K 0.01%
1,552
-17
392
$66K 0.01%
900
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393
$66K 0.01%
1,434
394
$66K 0.01%
754
395
$64K 0.01%
976
-625
396
$63K 0.01%
2,731
-1,383
397
$63K 0.01%
5,040
398
$63K 0.01%
3,500
399
$63K 0.01%
1,980
400
$63K 0.01%
2,190
14 15
16
17 18