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
$1.04B
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.47M
3
+$1.35M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.24M
5
MLM icon
Martin Marietta Materials
MLM
+$1.13M

Top Sells

1
+$9.12M
2
+$2.21M
3
+$1.62M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$906K

Sector Composition

1 Healthcare 11.63%
2 Technology 11.31%
3 Financials 8.49%
4 Industrials 6.57%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.55M 0.82%
117,106
+5,328
27
$8.37M 0.8%
71,252
+619
28
$8.33M 0.8%
376,880
-9,828
29
$8.06M 0.77%
45,928
-746
30
$7.81M 0.75%
122,579
+2,956
31
$7.43M 0.71%
165,440
-4,700
32
$7.33M 0.7%
217,879
-2,384
33
$7.16M 0.69%
50,675
-735
34
$6.99M 0.67%
134,731
-5,286
35
$6.98M 0.67%
138,020
-17,908
36
$6.79M 0.65%
127,219
-1,929
37
$6.44M 0.62%
142,837
-4,170
38
$6.32M 0.61%
45,187
-879
39
$6.26M 0.6%
104,797
-1,310
40
$6.21M 0.59%
76,361
+395
41
$6.02M 0.58%
41,303
+80
42
$5.99M 0.57%
77,814
-1,326
43
$5.84M 0.56%
83,766
-1,754
44
$5.67M 0.54%
96,018
-1,169
45
$5.49M 0.53%
57,504
+5,614
46
$5.41M 0.52%
104,391
-3,132
47
$5.38M 0.52%
31,505
+91
48
$5.33M 0.51%
66,699
+12,475
49
$5.25M 0.5%
39,732
-920
50
$5.18M 0.5%
91,235
+2,041
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