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
451
$45K 0.01%
600
452
$44K 0.01%
4,159
-104
453
$44K 0.01%
1,200
454
$44K 0.01%
1,100
455
$44K 0.01%
800
456
$43K ﹤0.01%
1,157
457
$43K ﹤0.01%
1,400
458
$43K ﹤0.01%
2,192
459
$42K ﹤0.01%
1,500
460
$42K ﹤0.01%
221
+40
461
$42K ﹤0.01%
+2,527
462
$41K ﹤0.01%
301
-230
463
$41K ﹤0.01%
700
464
$41K ﹤0.01%
4,016
465
$40K ﹤0.01%
1,500
466
$40K ﹤0.01%
741
467
$40K ﹤0.01%
1,333
468
$40K ﹤0.01%
950
469
$40K ﹤0.01%
790
470
$40K ﹤0.01%
285
471
$39K ﹤0.01%
150
472
$39K ﹤0.01%
882
473
$39K ﹤0.01%
+3,801
474
$39K ﹤0.01%
4,788
475
$39K ﹤0.01%
+800
17 18
19
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