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
$816M
AUM Growth
-$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$3.49M
3
+$1.97M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.65M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.63M

Top Sells

1
+$2.53M
2
+$1.92M
3
+$1.88M
4
COKE icon
Coca-Cola Consolidated
COKE
+$1.56M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.26M

Sector Composition

1 Healthcare 11.75%
2 Technology 10.75%
3 Industrials 7.19%
4 Financials 7.08%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$35K ﹤0.01%
800
477
$35K ﹤0.01%
285
478
$34K ﹤0.01%
461
-364
479
$34K ﹤0.01%
500
+300
480
$34K ﹤0.01%
700
481
$34K ﹤0.01%
1,471
482
$34K ﹤0.01%
2,500
483
$33K ﹤0.01%
631
484
$33K ﹤0.01%
525
+25
485
$32K ﹤0.01%
884
-1,795
486
$32K ﹤0.01%
763
487
$32K ﹤0.01%
1,500
-500
488
$31K ﹤0.01%
3,948
489
$31K ﹤0.01%
180
-55
490
$31K ﹤0.01%
428
+1
491
$31K ﹤0.01%
1,609
492
$31K ﹤0.01%
250
-413
493
$31K ﹤0.01%
1,000
494
$31K ﹤0.01%
2,175
495
$31K ﹤0.01%
700
-93
496
$30K ﹤0.01%
988
497
$30K ﹤0.01%
635
498
$30K ﹤0.01%
900
499
$30K ﹤0.01%
2,156
500
$30K ﹤0.01%
2,206
18 19
20
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