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
26
$9.45M 0.86%
102,827
-3,864
27
$9.01M 0.82%
71,929
+677
28
$8.76M 0.8%
44,498
-1,430
29
$8.49M 0.77%
364,370
-12,510
30
$8.47M 0.77%
221,142
+3,263
31
$8.46M 0.77%
135,320
+589
32
$7.93M 0.72%
129,479
+6,900
33
$7.51M 0.69%
49,624
-1,051
34
$7.46M 0.68%
130,742
+3,523
35
$6.97M 0.64%
158,620
-6,820
36
$6.78M 0.62%
104,910
+113
37
$6.6M 0.6%
139,499
-3,338
38
$6.52M 0.59%
43,847
-1,340
39
$6.17M 0.56%
96,359
-8,032
40
$6.11M 0.56%
65,736
-963
41
$6.02M 0.55%
108,589
+101,534
42
$6.01M 0.55%
130,895
+12,211
43
$6M 0.55%
116,856
+3,067
44
$5.74M 0.52%
32,507
+1,002
45
$5.7M 0.52%
106,029
+101,489
46
$5.63M 0.51%
38,890
-842
47
$5.62M 0.51%
74,744
-3,070
48
$5.6M 0.51%
57,405
-99
49
$5.58M 0.51%
94,841
+3,606
50
$5.55M 0.51%
76,514
+153
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