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
651
$11K ﹤0.01%
440
652
$11K ﹤0.01%
2,350
653
$11K ﹤0.01%
400
654
$11K ﹤0.01%
250
655
$11K ﹤0.01%
500
+400
656
$10K ﹤0.01%
222
657
$10K ﹤0.01%
129
658
$10K ﹤0.01%
150
-245
659
$10K ﹤0.01%
153
660
$10K ﹤0.01%
72
661
$10K ﹤0.01%
205
662
$10K ﹤0.01%
344
663
$10K ﹤0.01%
571
-2,059
664
$10K ﹤0.01%
21
+8
665
$10K ﹤0.01%
125
666
$10K ﹤0.01%
+750
667
$10K ﹤0.01%
343
+153
668
$10K ﹤0.01%
67
669
$10K ﹤0.01%
200
670
$10K ﹤0.01%
129
671
$10K ﹤0.01%
116
-500
672
$9K ﹤0.01%
500
673
$9K ﹤0.01%
275
-225
674
$9K ﹤0.01%
+132
675
$9K ﹤0.01%
150
25 26
27
28 29