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
651
$12K ﹤0.01%
100
652
$12K ﹤0.01%
420
653
$12K ﹤0.01%
222
654
$12K ﹤0.01%
566
655
$12K ﹤0.01%
384
-691
656
$12K ﹤0.01%
200
657
$12K ﹤0.01%
100
658
$12K ﹤0.01%
1,866
+88
659
$12K ﹤0.01%
192
660
$12K ﹤0.01%
148
+36
661
$12K ﹤0.01%
200
+100
662
$11K ﹤0.01%
129
663
$11K ﹤0.01%
260
664
$11K ﹤0.01%
701
-231
665
$11K ﹤0.01%
+92
666
$11K ﹤0.01%
255
667
$11K ﹤0.01%
250
-168
668
$11K ﹤0.01%
285
669
$11K ﹤0.01%
806
670
$11K ﹤0.01%
168
671
$11K ﹤0.01%
850
672
$11K ﹤0.01%
440
673
$11K ﹤0.01%
400
674
$10K ﹤0.01%
+176
675
$10K ﹤0.01%
130
25 26
27
28 29