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
501
$29K ﹤0.01%
576
+2
502
$29K ﹤0.01%
1,518
-400
503
$28K ﹤0.01%
553
-175
504
$28K ﹤0.01%
400
505
$28K ﹤0.01%
680
-300
506
$28K ﹤0.01%
450
-384
507
$28K ﹤0.01%
+1,125
508
$27K ﹤0.01%
245
+45
509
$27K ﹤0.01%
+260
510
$27K ﹤0.01%
200
511
$27K ﹤0.01%
1,216
512
$26K ﹤0.01%
2,800
513
$26K ﹤0.01%
440
514
$26K ﹤0.01%
513
-45
515
$26K ﹤0.01%
600
516
$26K ﹤0.01%
+500
517
$26K ﹤0.01%
1,800
518
$26K ﹤0.01%
2,000
519
$26K ﹤0.01%
1,000
520
$25K ﹤0.01%
714
521
$25K ﹤0.01%
306
522
$25K ﹤0.01%
500
523
$25K ﹤0.01%
556
524
$25K ﹤0.01%
329
525
$25K ﹤0.01%
236
+44
19 20
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