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
601
$18K ﹤0.01%
713
602
$18K ﹤0.01%
334
603
$17K ﹤0.01%
51
-32
604
$17K ﹤0.01%
72
605
$17K ﹤0.01%
216
-677
606
$17K ﹤0.01%
+445
607
$17K ﹤0.01%
500
608
$17K ﹤0.01%
100
609
$16K ﹤0.01%
120
-112
610
$16K ﹤0.01%
+1,000
611
$16K ﹤0.01%
176
612
$16K ﹤0.01%
432
-900
613
$16K ﹤0.01%
325
614
$16K ﹤0.01%
300
615
$16K ﹤0.01%
28
616
$16K ﹤0.01%
+2,166
617
$16K ﹤0.01%
641
-300
618
$16K ﹤0.01%
532
619
$15K ﹤0.01%
+400
620
$15K ﹤0.01%
250
621
$15K ﹤0.01%
222
622
$15K ﹤0.01%
178
623
$15K ﹤0.01%
155
624
$15K ﹤0.01%
+930
625
$15K ﹤0.01%
276
23 24
25
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