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
551
$22K ﹤0.01%
390
552
$22K ﹤0.01%
590
553
$21K ﹤0.01%
+5,680
554
$20K ﹤0.01%
1,565
555
$20K ﹤0.01%
+760
556
$20K ﹤0.01%
1,575
-500
557
$20K ﹤0.01%
+1,000
558
$20K ﹤0.01%
1,400
559
$19K ﹤0.01%
3,437
560
$19K ﹤0.01%
272
-125
561
$19K ﹤0.01%
447
-9,950
562
$19K ﹤0.01%
+142
563
$19K ﹤0.01%
242
+200
564
$19K ﹤0.01%
610
-1,140
565
$19K ﹤0.01%
1,150
+800
566
$19K ﹤0.01%
249
567
$19K ﹤0.01%
475
-200
568
$18K ﹤0.01%
534
569
$18K ﹤0.01%
1,000
570
$18K ﹤0.01%
500
571
$18K ﹤0.01%
720
572
$17K ﹤0.01%
3,500
573
$17K ﹤0.01%
391
+91
574
$17K ﹤0.01%
1,200
575
$17K ﹤0.01%
233
21 22
23
24 25