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
626
$15K ﹤0.01%
233
627
$15K ﹤0.01%
1,397
628
$15K ﹤0.01%
1,010
629
$14K ﹤0.01%
83
630
$14K ﹤0.01%
200
631
$14K ﹤0.01%
970
632
$14K ﹤0.01%
340
+56
633
$14K ﹤0.01%
400
-600
634
$14K ﹤0.01%
167
635
$14K ﹤0.01%
854
-28
636
$13K ﹤0.01%
225
-85
637
$13K ﹤0.01%
+58
638
$13K ﹤0.01%
426
+75
639
$13K ﹤0.01%
430
640
$13K ﹤0.01%
195
641
$13K ﹤0.01%
195
642
$13K ﹤0.01%
180
643
$13K ﹤0.01%
200
644
$13K ﹤0.01%
110
-42
645
$13K ﹤0.01%
156
646
$13K ﹤0.01%
100
647
$12K ﹤0.01%
500
648
$12K ﹤0.01%
150
649
$12K ﹤0.01%
2,000
650
$12K ﹤0.01%
140
24 25
26
27 28