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
576
$19K ﹤0.01%
3,437
577
$19K ﹤0.01%
125
578
$18K ﹤0.01%
500
579
$18K ﹤0.01%
500
580
$18K ﹤0.01%
20
581
$18K ﹤0.01%
760
582
$17K ﹤0.01%
341
-2,075
583
$17K ﹤0.01%
1,302
+520
584
$17K ﹤0.01%
356
-200
585
$17K ﹤0.01%
370
586
$17K ﹤0.01%
233
587
$17K ﹤0.01%
106
588
$17K ﹤0.01%
+1,354
589
$17K ﹤0.01%
21
-10
590
$16K ﹤0.01%
+300
591
$16K ﹤0.01%
418
592
$16K ﹤0.01%
149
593
$16K ﹤0.01%
303
-47
594
$15K ﹤0.01%
668
-2,121
595
$15K ﹤0.01%
315
+210
596
$15K ﹤0.01%
500
597
$15K ﹤0.01%
+300
598
$15K ﹤0.01%
200
599
$15K ﹤0.01%
1,435
600
$15K ﹤0.01%
550
22 23
24
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