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
376
$78K 0.01%
1,800
377
$77K 0.01%
1,137
378
$76K 0.01%
1,250
379
$75K 0.01%
+7,204
380
$75K 0.01%
6,270
381
$74K 0.01%
3,000
382
$74K 0.01%
5,000
383
$73K 0.01%
1,533
384
$73K 0.01%
1,098
+585
385
$72K 0.01%
1,393
-1,453
386
$71K 0.01%
1,341
-3,859
387
$71K 0.01%
633
-85
388
$71K 0.01%
754
389
$71K 0.01%
847
-3
390
$70K 0.01%
+1,380
391
$69K 0.01%
2,369
392
$69K 0.01%
808
393
$69K 0.01%
700
-300
394
$68K 0.01%
1,969
395
$68K 0.01%
4,100
+1,525
396
$67K 0.01%
927
-1,034
397
$66K 0.01%
1,980
398
$65K 0.01%
+1,200
399
$65K 0.01%
1,883
-192
400
$65K 0.01%
420
+328
14 15
16
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