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
576
$22K ﹤0.01%
950
577
$22K ﹤0.01%
557
578
$22K ﹤0.01%
245
579
$22K ﹤0.01%
400
580
$22K ﹤0.01%
750
581
$21K ﹤0.01%
1,520
582
$21K ﹤0.01%
217
583
$21K ﹤0.01%
200
584
$21K ﹤0.01%
1,170
585
$21K ﹤0.01%
2,427
+65
586
$21K ﹤0.01%
1,000
587
$20K ﹤0.01%
285
588
$20K ﹤0.01%
1,033
-390
589
$20K ﹤0.01%
200
590
$19K ﹤0.01%
110
+2
591
$19K ﹤0.01%
3,437
592
$19K ﹤0.01%
710
+600
593
$19K ﹤0.01%
231
594
$19K ﹤0.01%
100
595
$19K ﹤0.01%
60
596
$19K ﹤0.01%
149
-86
597
$19K ﹤0.01%
+800
598
$19K ﹤0.01%
550
599
$18K ﹤0.01%
1,200
600
$18K ﹤0.01%
204
-144
22 23
24
25 26