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
526
$29K ﹤0.01%
7,694
+1,704
527
$29K ﹤0.01%
2,035
-3,396
528
$29K ﹤0.01%
525
+125
529
$28K ﹤0.01%
692
530
$28K ﹤0.01%
1,496
+284
531
$28K ﹤0.01%
505
+158
532
$28K ﹤0.01%
454
+5
533
$28K ﹤0.01%
246
534
$28K ﹤0.01%
1,800
535
$28K ﹤0.01%
8
-7
536
$28K ﹤0.01%
4,465
537
$28K ﹤0.01%
538
538
$28K ﹤0.01%
172
-301
539
$28K ﹤0.01%
1,200
540
$27K ﹤0.01%
400
541
$27K ﹤0.01%
400
542
$27K ﹤0.01%
450
543
$27K ﹤0.01%
590
544
$27K ﹤0.01%
710
545
$27K ﹤0.01%
225
-100
546
$26K ﹤0.01%
600
547
$26K ﹤0.01%
767
548
$26K ﹤0.01%
500
+300
549
$26K ﹤0.01%
20
550
$26K ﹤0.01%
+667
20 21
22
23 24