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
26
$6.96M 0.8%
49,989
+189
27
$6.94M 0.79%
108,710
-6,760
28
$6.79M 0.78%
132,706
+620
29
$6.55M 0.75%
68,634
-11,560
30
$6.35M 0.73%
139,378
-3,028
31
$6.14M 0.7%
94,600
-926
32
$6.11M 0.7%
97,013
-2,886
33
$6.02M 0.69%
198,161
-185
34
$5.98M 0.68%
17,556
+1,428
35
$5.88M 0.67%
144,600
+32,492
36
$5.7M 0.65%
49,977
+202
37
$5.64M 0.65%
198,276
+5,974
38
$5.45M 0.62%
95,414
+9,548
39
$5.4M 0.62%
120,815
-1,445
40
$5.3M 0.61%
219,734
+482
41
$5.29M 0.6%
56,012
+1,579
42
$5.28M 0.6%
141,740
+10,820
43
$5.24M 0.6%
49,245
-5,584
44
$5.12M 0.59%
35,369
-1,000
45
$5.04M 0.58%
68,359
-1,088
46
$5.03M 0.58%
107,712
-1,653
47
$4.94M 0.56%
166,500
+38,440
48
$4.88M 0.56%
70,998
+358
49
$4.6M 0.53%
65,498
+1,100
50
$4.58M 0.52%
74,521
+3,259
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