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
601
$15K ﹤0.01%
1,050
602
$15K ﹤0.01%
+199
603
$14K ﹤0.01%
1,200
604
$14K ﹤0.01%
176
605
$14K ﹤0.01%
217
606
$14K ﹤0.01%
1,235
607
$14K ﹤0.01%
500
608
$14K ﹤0.01%
321
609
$14K ﹤0.01%
384
-135
610
$14K ﹤0.01%
500
611
$14K ﹤0.01%
800
612
$14K ﹤0.01%
100
613
$13K ﹤0.01%
820
+200
614
$13K ﹤0.01%
5,300
+1,000
615
$13K ﹤0.01%
250
616
$13K ﹤0.01%
610
617
$13K ﹤0.01%
367
618
$13K ﹤0.01%
713
-4
619
$13K ﹤0.01%
400
620
$13K ﹤0.01%
591
621
$13K ﹤0.01%
276
622
$13K ﹤0.01%
968
+416
623
$13K ﹤0.01%
+200
624
$13K ﹤0.01%
500
625
$13K ﹤0.01%
+222
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25
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