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
376
$79K 0.01%
986
-40
377
$79K 0.01%
6,270
378
$79K 0.01%
1,834
-127
379
$78K 0.01%
594
380
$77K 0.01%
1,518
+118
381
$77K 0.01%
1,837
382
$77K 0.01%
900
383
$77K 0.01%
+450
384
$75K 0.01%
4,500
385
$74K 0.01%
2,383
386
$74K 0.01%
8,500
387
$73K 0.01%
7,204
388
$72K 0.01%
914
-148
389
$72K 0.01%
1,517
-84
390
$72K 0.01%
905
391
$71K 0.01%
873
+331
392
$71K 0.01%
37
393
$69K 0.01%
900
394
$69K 0.01%
1,401
395
$69K 0.01%
2,850
+1,050
396
$68K 0.01%
1,271
+432
397
$68K 0.01%
364
398
$68K 0.01%
6,600
399
$68K 0.01%
808
400
$67K 0.01%
4,150
14 15
16
17 18