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
476
$40K ﹤0.01%
1,800
477
$39K ﹤0.01%
1,333
478
$39K ﹤0.01%
7,718
479
$39K ﹤0.01%
265
-26
480
$39K ﹤0.01%
4,505
481
$38K ﹤0.01%
807
+221
482
$38K ﹤0.01%
865
483
$38K ﹤0.01%
+2,049
484
$37K ﹤0.01%
500
485
$37K ﹤0.01%
3,000
-975
486
$37K ﹤0.01%
+750
487
$37K ﹤0.01%
750
488
$37K ﹤0.01%
+4,300
489
$36K ﹤0.01%
1,130
490
$36K ﹤0.01%
1,586
491
$36K ﹤0.01%
500
-300
492
$36K ﹤0.01%
661
493
$36K ﹤0.01%
900
494
$35K ﹤0.01%
260
495
$35K ﹤0.01%
1,300
496
$35K ﹤0.01%
1,360
-500
497
$35K ﹤0.01%
+200
498
$35K ﹤0.01%
+1,639
499
$35K ﹤0.01%
1,400
500
$35K ﹤0.01%
150
+100
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20
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