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
401
$63K 0.01%
4,545
402
$62K 0.01%
1,253
-888
403
$62K 0.01%
2,175
404
$62K 0.01%
1,795
+185
405
$62K 0.01%
512
406
$62K 0.01%
4,159
+2,000
407
$61K 0.01%
741
-2,038
408
$61K 0.01%
2,000
409
$60K 0.01%
1,200
-195
410
$60K 0.01%
5,000
411
$59K 0.01%
3,500
+1,000
412
$59K 0.01%
2,369
413
$59K 0.01%
510
-500
414
$58K 0.01%
333
415
$58K 0.01%
800
416
$58K 0.01%
700
417
$58K 0.01%
2,510
418
$58K 0.01%
481
+40
419
$57K 0.01%
5,000
420
$57K 0.01%
1,250
421
$56K 0.01%
3,000
422
$56K 0.01%
1,320
423
$56K 0.01%
+800
424
$55K 0.01%
190
-95
425
$54K 0.01%
+650
15 16
17
18 19