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
426
$58K 0.01%
6,524
427
$58K 0.01%
611
+111
428
$58K 0.01%
1,622
429
$57K 0.01%
675
+425
430
$57K 0.01%
950
431
$57K 0.01%
500
432
$57K 0.01%
+250
433
$56K 0.01%
1,422
434
$55K 0.01%
+3,000
435
$54K ﹤0.01%
1,500
436
$54K ﹤0.01%
700
-216
437
$52K ﹤0.01%
496
+366
438
$52K ﹤0.01%
2,820
+2,250
439
$52K ﹤0.01%
+1,952
440
$52K ﹤0.01%
2,769
441
$52K ﹤0.01%
340
442
$51K ﹤0.01%
4,788
443
$50K ﹤0.01%
132
+32
444
$50K ﹤0.01%
714
-152
445
$50K ﹤0.01%
1,496
-515
446
$50K ﹤0.01%
3,643
-248
447
$49K ﹤0.01%
8,755
448
$49K ﹤0.01%
548
449
$49K ﹤0.01%
602
-200
450
$48K ﹤0.01%
1,200
16 17
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