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
551
$23K ﹤0.01%
+250
552
$23K ﹤0.01%
751
553
$22K ﹤0.01%
2,206
554
$22K ﹤0.01%
451
+151
555
$22K ﹤0.01%
200
556
$22K ﹤0.01%
140
+26
557
$22K ﹤0.01%
1,800
558
$22K ﹤0.01%
637
559
$21K ﹤0.01%
340
560
$21K ﹤0.01%
525
+250
561
$21K ﹤0.01%
317
562
$21K ﹤0.01%
425
-150
563
$21K ﹤0.01%
165
564
$21K ﹤0.01%
1,500
565
$20K ﹤0.01%
1,565
566
$20K ﹤0.01%
1,000
567
$20K ﹤0.01%
117
+69
568
$20K ﹤0.01%
105
569
$20K ﹤0.01%
1,065
570
$20K ﹤0.01%
+696
571
$20K ﹤0.01%
500
572
$20K ﹤0.01%
590
573
$20K ﹤0.01%
300
-25
574
$20K ﹤0.01%
200
575
$20K ﹤0.01%
+100
21 22
23
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