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
451
$48K ﹤0.01%
800
-735
452
$47K ﹤0.01%
230
-21
453
$47K ﹤0.01%
1,245
-735
454
$45K ﹤0.01%
678
+100
455
$45K ﹤0.01%
360
456
$45K ﹤0.01%
714
+614
457
$45K ﹤0.01%
2,296
458
$45K ﹤0.01%
+4,161
459
$45K ﹤0.01%
4,016
460
$44K ﹤0.01%
900
461
$43K ﹤0.01%
672
+500
462
$43K ﹤0.01%
790
463
$43K ﹤0.01%
1,609
464
$43K ﹤0.01%
3,242
-804
465
$42K ﹤0.01%
1,250
466
$42K ﹤0.01%
850
467
$41K ﹤0.01%
739
468
$41K ﹤0.01%
+1,962
469
$41K ﹤0.01%
1,000
470
$40K ﹤0.01%
1,100
-322
471
$40K ﹤0.01%
2,085
472
$40K ﹤0.01%
+315
473
$40K ﹤0.01%
250
-40
474
$40K ﹤0.01%
300
475
$40K ﹤0.01%
+4,000
17 18
19
20 21