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
576
$17K ﹤0.01%
146
-74
577
$17K ﹤0.01%
2,102
578
$17K ﹤0.01%
550
579
$16K ﹤0.01%
+389
580
$16K ﹤0.01%
+356
581
$16K ﹤0.01%
86
582
$16K ﹤0.01%
+20
583
$16K ﹤0.01%
106
584
$16K ﹤0.01%
400
585
$16K ﹤0.01%
500
-300
586
$16K ﹤0.01%
+186
587
$16K ﹤0.01%
200
-50
588
$16K ﹤0.01%
1,435
589
$16K ﹤0.01%
150
590
$16K ﹤0.01%
200
591
$15K ﹤0.01%
400
592
$15K ﹤0.01%
309
-610
593
$15K ﹤0.01%
330
+30
594
$15K ﹤0.01%
535
595
$15K ﹤0.01%
200
596
$14K ﹤0.01%
282
597
$14K ﹤0.01%
+105
598
$14K ﹤0.01%
150
-100
599
$14K ﹤0.01%
+460
600
$14K ﹤0.01%
+400
22 23
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