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
401
$64K 0.01%
1,667
402
$62K 0.01%
750
-250
403
$62K 0.01%
6,600
404
$62K 0.01%
2,000
405
$61K 0.01%
900
406
$61K 0.01%
1,184
-442
407
$61K 0.01%
+550
408
$61K 0.01%
600
-125
409
$60K 0.01%
2,260
410
$60K 0.01%
2,190
411
$60K 0.01%
2,300
412
$59K 0.01%
800
413
$58K 0.01%
721
+415
414
$58K 0.01%
3,000
415
$58K 0.01%
2,745
-3,230
416
$57K 0.01%
+658
417
$57K 0.01%
753
-73
418
$57K 0.01%
512
419
$57K 0.01%
2,230
+2,000
420
$56K 0.01%
3,000
421
$56K 0.01%
477
+30
422
$55K 0.01%
13,241
+12,209
423
$54K 0.01%
485
-1,210
424
$54K 0.01%
969
425
$54K 0.01%
868
+428
15 16
17
18 19