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
401
$67K 0.01%
4,560
+2,000
402
$67K 0.01%
208
+44
403
$67K 0.01%
+3,500
404
$67K 0.01%
969
405
$67K 0.01%
1,190
+5
406
$67K 0.01%
4,478
-500
407
$66K 0.01%
823
408
$66K 0.01%
+4,500
409
$65K 0.01%
1,167
410
$65K 0.01%
+400
411
$65K 0.01%
505
412
$65K 0.01%
2,400
413
$64K 0.01%
647
+342
414
$64K 0.01%
555
-114
415
$64K 0.01%
+3,000
416
$64K 0.01%
3,726
417
$62K 0.01%
352
-40
418
$62K 0.01%
1,470
419
$62K 0.01%
2,009
420
$61K 0.01%
914
+200
421
$61K 0.01%
609
+3
422
$60K 0.01%
+5,950
423
$60K 0.01%
1,196
424
$60K 0.01%
285
-310
425
$59K 0.01%
20,000
15 16
17
18 19