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
601
$14K ﹤0.01%
200
602
$14K ﹤0.01%
+440
603
$14K ﹤0.01%
500
604
$13K ﹤0.01%
532
605
$13K ﹤0.01%
610
-250
606
$13K ﹤0.01%
367
607
$13K ﹤0.01%
451
608
$13K ﹤0.01%
213
609
$13K ﹤0.01%
520
610
$13K ﹤0.01%
149
611
$13K ﹤0.01%
303
612
$12K ﹤0.01%
119
-54
613
$12K ﹤0.01%
176
614
$12K ﹤0.01%
418
+250
615
$12K ﹤0.01%
250
616
$12K ﹤0.01%
260
+40
617
$12K ﹤0.01%
270
618
$12K ﹤0.01%
425
-475
619
$12K ﹤0.01%
958
620
$11K ﹤0.01%
250
621
$11K ﹤0.01%
105
+42
622
$11K ﹤0.01%
+500
623
$11K ﹤0.01%
932
624
$11K ﹤0.01%
344
625
$11K ﹤0.01%
591
23 24
25
26 27