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
$1.04B
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.47M
3
+$1.35M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.24M
5
MLM icon
Martin Marietta Materials
MLM
+$1.13M

Top Sells

1
+$9.12M
2
+$2.21M
3
+$1.62M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$906K

Sector Composition

1 Healthcare 11.63%
2 Technology 11.31%
3 Financials 8.49%
4 Industrials 6.57%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$15K ﹤0.01%
+175
602
$15K ﹤0.01%
178
603
$15K ﹤0.01%
126
+40
604
$15K ﹤0.01%
+155
605
$15K ﹤0.01%
300
606
$15K ﹤0.01%
100
-25
607
$15K ﹤0.01%
233
-1,360
608
$15K ﹤0.01%
532
609
$15K ﹤0.01%
550
610
$14K ﹤0.01%
250
611
$14K ﹤0.01%
100
612
$14K ﹤0.01%
970
-280
613
$14K ﹤0.01%
130
-125
614
$14K ﹤0.01%
133
615
$14K ﹤0.01%
276
616
$14K ﹤0.01%
167
617
$14K ﹤0.01%
1,397
618
$13K ﹤0.01%
300
619
$13K ﹤0.01%
172
620
$13K ﹤0.01%
430
621
$13K ﹤0.01%
200
622
$13K ﹤0.01%
200
-200
623
$13K ﹤0.01%
451
+3
624
$13K ﹤0.01%
800
625
$13K ﹤0.01%
143
23 24
25
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