SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$5.46M
2
+$5.34M
3
+$1.78M
4
PWR icon
Quanta Services
PWR
+$1.37M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$914K

Top Sells

1
+$1.88M
2
+$1.85M
3
+$1.58M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.38M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.02M

Sector Composition

1 Technology 11.58%
2 Healthcare 10.93%
3 Financials 8.99%
4 Consumer Discretionary 6.87%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$35K ﹤0.01%
1,400
502
$34K ﹤0.01%
220
-5,156
503
$34K ﹤0.01%
1,065
504
$33K ﹤0.01%
378
-27
505
$33K ﹤0.01%
2,164
506
$33K ﹤0.01%
1,500
+500
507
$32K ﹤0.01%
598
+400
508
$32K ﹤0.01%
298
509
$32K ﹤0.01%
495
-100
510
$32K ﹤0.01%
1,200
511
$32K ﹤0.01%
255
512
$32K ﹤0.01%
838
-7,775
513
$32K ﹤0.01%
8,333
514
$32K ﹤0.01%
636
-325
515
$31K ﹤0.01%
328
+128
516
$31K ﹤0.01%
518
-400
517
$31K ﹤0.01%
246
518
$31K ﹤0.01%
400
519
$31K ﹤0.01%
+375
520
$31K ﹤0.01%
+500
521
$30K ﹤0.01%
2,173
522
$30K ﹤0.01%
+2,067
523
$30K ﹤0.01%
900
524
$29K ﹤0.01%
7,694
+1,704
525
$29K ﹤0.01%
2,035
-3,396
19 20
21
22 23