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
476
$39K ﹤0.01%
+300
477
$39K ﹤0.01%
+1,301
478
$38K ﹤0.01%
252
479
$38K ﹤0.01%
399
-525
480
$38K ﹤0.01%
+936
481
$36K ﹤0.01%
422
+150
482
$36K ﹤0.01%
+100
483
$36K ﹤0.01%
750
484
$36K ﹤0.01%
+1,350
485
$35K ﹤0.01%
955
-840
486
$35K ﹤0.01%
1,471
487
$35K ﹤0.01%
930
488
$35K ﹤0.01%
8,000
489
$34K ﹤0.01%
406
-335
490
$34K ﹤0.01%
713
-50
491
$34K ﹤0.01%
261
-100
492
$34K ﹤0.01%
2,800
493
$34K ﹤0.01%
487
+167
494
$34K ﹤0.01%
+2,282
495
$34K ﹤0.01%
900
496
$34K ﹤0.01%
697
497
$34K ﹤0.01%
1,065
498
$33K ﹤0.01%
631
499
$33K ﹤0.01%
608
+358
500
$33K ﹤0.01%
+600
18 19
20
21 22