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
526
$27K ﹤0.01%
694
-350
527
$27K ﹤0.01%
+500
528
$27K ﹤0.01%
855
+5
529
$27K ﹤0.01%
298
530
$27K ﹤0.01%
137
+72
531
$27K ﹤0.01%
678
532
$27K ﹤0.01%
2,175
533
$27K ﹤0.01%
1,200
-318
534
$26K ﹤0.01%
400
535
$26K ﹤0.01%
+884
536
$26K ﹤0.01%
+1,000
537
$26K ﹤0.01%
500
538
$26K ﹤0.01%
328
+300
539
$25K ﹤0.01%
+625
540
$25K ﹤0.01%
344
541
$25K ﹤0.01%
+200
542
$25K ﹤0.01%
803
543
$25K ﹤0.01%
509
+200
544
$25K ﹤0.01%
+200
545
$24K ﹤0.01%
19
546
$24K ﹤0.01%
3,500
547
$24K ﹤0.01%
+2,756
548
$24K ﹤0.01%
524
-600
549
$24K ﹤0.01%
478
+314
550
$23K ﹤0.01%
5,680
20 21
22
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