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
426
$54K 0.01%
+550
427
$54K 0.01%
450
-125
428
$53K 0.01%
900
429
$53K 0.01%
800
430
$52K 0.01%
5,048
-3,357
431
$52K 0.01%
4,270
432
$52K 0.01%
1,010
433
$51K 0.01%
1,914
434
$50K 0.01%
451
+391
435
$50K 0.01%
3,726
436
$50K 0.01%
776
437
$49K 0.01%
558
+53
438
$48K 0.01%
2,025
-825
439
$47K 0.01%
20,000
440
$47K 0.01%
508
441
$47K 0.01%
1,471
-113
442
$47K 0.01%
2,296
-689
443
$47K 0.01%
3,638
-1,912
444
$47K 0.01%
+500
445
$46K 0.01%
670
446
$45K 0.01%
1,542
447
$45K 0.01%
3,650
-735
448
$45K 0.01%
+1,000
449
$45K 0.01%
+407
450
$45K 0.01%
1,151
16 17
18
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