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
551
$26K ﹤0.01%
2,175
552
$26K ﹤0.01%
80
-90
553
$25K ﹤0.01%
665
-400
554
$25K ﹤0.01%
390
555
$25K ﹤0.01%
372
556
$25K ﹤0.01%
356
557
$25K ﹤0.01%
223
+43
558
$25K ﹤0.01%
100
559
$25K ﹤0.01%
500
560
$24K ﹤0.01%
238
561
$24K ﹤0.01%
+2,325
562
$24K ﹤0.01%
582
563
$24K ﹤0.01%
766
564
$24K ﹤0.01%
464
+89
565
$24K ﹤0.01%
500
566
$24K ﹤0.01%
500
-775
567
$24K ﹤0.01%
553
+53
568
$24K ﹤0.01%
208
+75
569
$24K ﹤0.01%
300
570
$23K ﹤0.01%
1,518
571
$23K ﹤0.01%
500
+200
572
$23K ﹤0.01%
100
573
$22K ﹤0.01%
2,206
574
$22K ﹤0.01%
1,689
575
$22K ﹤0.01%
356
21 22
23
24 25