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
501
$32K ﹤0.01%
254
+182
502
$32K ﹤0.01%
680
503
$32K ﹤0.01%
1,609
504
$32K ﹤0.01%
2,206
505
$32K ﹤0.01%
2,250
506
$31K ﹤0.01%
2,500
507
$31K ﹤0.01%
300
+255
508
$31K ﹤0.01%
300
509
$31K ﹤0.01%
35,320
510
$31K ﹤0.01%
432
511
$31K ﹤0.01%
250
512
$30K ﹤0.01%
8,333
513
$30K ﹤0.01%
+146
514
$30K ﹤0.01%
1,000
515
$29K ﹤0.01%
+1,850
516
$29K ﹤0.01%
232
-515
517
$29K ﹤0.01%
986
-220
518
$29K ﹤0.01%
800
519
$29K ﹤0.01%
1,950
520
$28K ﹤0.01%
714
521
$28K ﹤0.01%
353
522
$28K ﹤0.01%
260
523
$28K ﹤0.01%
464
524
$28K ﹤0.01%
2,000
525
$28K ﹤0.01%
4,465
19 20
21
22 23