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
501
$35K ﹤0.01%
200
502
$34K ﹤0.01%
220
-5,156
503
$34K ﹤0.01%
1,065
504
$33K ﹤0.01%
1,500
+500
505
$33K ﹤0.01%
378
-27
506
$33K ﹤0.01%
2,164
507
$32K ﹤0.01%
8,333
508
$32K ﹤0.01%
636
-325
509
$32K ﹤0.01%
598
+400
510
$32K ﹤0.01%
298
511
$32K ﹤0.01%
495
-100
512
$32K ﹤0.01%
1,200
513
$32K ﹤0.01%
255
514
$32K ﹤0.01%
838
-7,775
515
$31K ﹤0.01%
+500
516
$31K ﹤0.01%
328
+128
517
$31K ﹤0.01%
518
-400
518
$31K ﹤0.01%
246
519
$31K ﹤0.01%
400
520
$31K ﹤0.01%
+375
521
$30K ﹤0.01%
2,173
522
$30K ﹤0.01%
+2,067
523
$30K ﹤0.01%
900
524
$29K ﹤0.01%
620
525
$29K ﹤0.01%
200
+100
19 20
21
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