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
451
$42K 0.01%
1,025
-250
452
$42K 0.01%
1,683
-414
453
$41K 0.01%
776
454
$41K 0.01%
339
-425
455
$40K ﹤0.01%
385
456
$40K ﹤0.01%
3,000
457
$39K ﹤0.01%
554
458
$39K ﹤0.01%
1,219
+119
459
$39K ﹤0.01%
790
460
$39K ﹤0.01%
507
+101
461
$39K ﹤0.01%
544
+29
462
$38K ﹤0.01%
1,400
463
$37K ﹤0.01%
644
464
$37K ﹤0.01%
2,740
465
$37K ﹤0.01%
4,788
-30,276
466
$37K ﹤0.01%
625
467
$36K ﹤0.01%
1,333
468
$36K ﹤0.01%
942
469
$36K ﹤0.01%
1,200
470
$36K ﹤0.01%
760
471
$36K ﹤0.01%
505
472
$36K ﹤0.01%
1,336
+271
473
$36K ﹤0.01%
632
474
$36K ﹤0.01%
8,000
475
$35K ﹤0.01%
1,206
-1,702
17 18
19
20 21