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
526
$25K ﹤0.01%
300
527
$25K ﹤0.01%
4,465
528
$25K ﹤0.01%
285
-19
529
$24K ﹤0.01%
+125
530
$24K ﹤0.01%
19
-7
531
$24K ﹤0.01%
690
-140
532
$24K ﹤0.01%
751
533
$24K ﹤0.01%
1,180
-150
534
$23K ﹤0.01%
590
535
$23K ﹤0.01%
342
+82
536
$23K ﹤0.01%
278
-80
537
$23K ﹤0.01%
1,792
+1,692
538
$23K ﹤0.01%
298
+198
539
$23K ﹤0.01%
2,800
540
$23K ﹤0.01%
227
541
$23K ﹤0.01%
+200
542
$23K ﹤0.01%
+850
543
$22K ﹤0.01%
1,000
544
$22K ﹤0.01%
2,206
545
$22K ﹤0.01%
344
546
$22K ﹤0.01%
650
-1,650
547
$22K ﹤0.01%
317
548
$22K ﹤0.01%
803
549
$22K ﹤0.01%
464
550
$22K ﹤0.01%
250
20 21
22
23 24