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
626
$13K ﹤0.01%
958
627
$12K ﹤0.01%
1,500
628
$12K ﹤0.01%
1,000
629
$12K ﹤0.01%
412
+1
630
$12K ﹤0.01%
+300
631
$12K ﹤0.01%
150
632
$12K ﹤0.01%
437
633
$12K ﹤0.01%
125
-125
634
$12K ﹤0.01%
314
635
$12K ﹤0.01%
183
+136
636
$11K ﹤0.01%
246
+182
637
$11K ﹤0.01%
+315
638
$11K ﹤0.01%
+166
639
$11K ﹤0.01%
3,800
640
$11K ﹤0.01%
+300
641
$11K ﹤0.01%
932
642
$11K ﹤0.01%
114
643
$11K ﹤0.01%
+1,500
644
$11K ﹤0.01%
189
645
$11K ﹤0.01%
200
646
$11K ﹤0.01%
227
-167
647
$11K ﹤0.01%
220
-40
648
$11K ﹤0.01%
268
649
$11K ﹤0.01%
350
650
$11K ﹤0.01%
106
24 25
26
27 28