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
626
$11K ﹤0.01%
191
627
$11K ﹤0.01%
350
628
$11K ﹤0.01%
440
629
$11K ﹤0.01%
65
630
$11K ﹤0.01%
400
631
$11K ﹤0.01%
200
632
$11K ﹤0.01%
+100
633
$11K ﹤0.01%
+250
634
$10K ﹤0.01%
500
635
$10K ﹤0.01%
334
-366
636
$10K ﹤0.01%
248
637
$10K ﹤0.01%
275
-1,700
638
$10K ﹤0.01%
191
639
$10K ﹤0.01%
100
640
$10K ﹤0.01%
782
641
$10K ﹤0.01%
2,200
-900
642
$10K ﹤0.01%
205
-50
643
$10K ﹤0.01%
600
-1,300
644
$10K ﹤0.01%
1,035
645
$10K ﹤0.01%
189
-59
646
$10K ﹤0.01%
189
647
$10K ﹤0.01%
+150
648
$10K ﹤0.01%
+145
649
$10K ﹤0.01%
268
650
$10K ﹤0.01%
314
+1
24 25
26
27 28