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
$816M
AUM Growth
-$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$3.49M
3
+$1.97M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.65M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.63M

Top Sells

1
+$2.53M
2
+$1.92M
3
+$1.88M
4
COKE icon
Coca-Cola Consolidated
COKE
+$1.56M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.26M

Sector Composition

1 Healthcare 11.75%
2 Technology 10.75%
3 Industrials 7.19%
4 Financials 7.08%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$8K ﹤0.01%
95
677
$8K ﹤0.01%
3,300
678
$8K ﹤0.01%
132
679
$8K ﹤0.01%
100
680
$8K ﹤0.01%
450
681
$8K ﹤0.01%
350
682
$8K ﹤0.01%
72
683
$8K ﹤0.01%
420
684
$8K ﹤0.01%
100
685
$8K ﹤0.01%
+126
686
$8K ﹤0.01%
671
687
$8K ﹤0.01%
+125
688
$8K ﹤0.01%
321
689
$8K ﹤0.01%
+1,000
690
$8K ﹤0.01%
243
691
$8K ﹤0.01%
+40
692
$8K ﹤0.01%
525
693
$7K ﹤0.01%
160
694
$7K ﹤0.01%
185
695
$7K ﹤0.01%
160
-200
696
$7K ﹤0.01%
35
697
$7K ﹤0.01%
299
698
$7K ﹤0.01%
380
699
$7K ﹤0.01%
175
-3,232
700
$7K ﹤0.01%
130
26 27
28
29 30