SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$2.64M
2
+$1.4M
3
+$1.37M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.24M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.21M

Top Sells

1
+$2.06M
2
+$1.25M
3
+$1.01M
4
STT icon
State Street
STT
+$961K
5
COP icon
ConocoPhillips
COP
+$865K

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
651
$11K ﹤0.01%
250
652
$11K ﹤0.01%
500
+400
653
$11K ﹤0.01%
246
+182
654
$11K ﹤0.01%
+315
655
$11K ﹤0.01%
932
656
$10K ﹤0.01%
222
657
$10K ﹤0.01%
129
658
$10K ﹤0.01%
150
-245
659
$10K ﹤0.01%
205
660
$10K ﹤0.01%
344
661
$10K ﹤0.01%
571
-2,059
662
$10K ﹤0.01%
21
+8
663
$10K ﹤0.01%
125
664
$10K ﹤0.01%
+750
665
$10K ﹤0.01%
343
+153
666
$10K ﹤0.01%
67
667
$10K ﹤0.01%
200
668
$10K ﹤0.01%
129
669
$10K ﹤0.01%
116
-500
670
$10K ﹤0.01%
153
671
$10K ﹤0.01%
72
672
$9K ﹤0.01%
275
-225
673
$9K ﹤0.01%
+132
674
$9K ﹤0.01%
150
675
$9K ﹤0.01%
100
25 26
27
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