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
676
$9K ﹤0.01%
100
677
$9K ﹤0.01%
+145
678
$9K ﹤0.01%
150
679
$9K ﹤0.01%
420
680
$9K ﹤0.01%
75
681
$9K ﹤0.01%
+297
682
$9K ﹤0.01%
+211
683
$9K ﹤0.01%
200
684
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+100
685
$9K ﹤0.01%
160
686
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152
-39
687
$9K ﹤0.01%
156
688
$9K ﹤0.01%
500
689
$9K ﹤0.01%
+200
690
$9K ﹤0.01%
755
691
$9K ﹤0.01%
+100
692
$9K ﹤0.01%
800
-6,700
693
– –
0
694
$9K ﹤0.01%
190
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695
$9K ﹤0.01%
181
696
$9K ﹤0.01%
100
697
$9K ﹤0.01%
+350
698
$9K ﹤0.01%
+345
699
$9K ﹤0.01%
525
700
$8K ﹤0.01%
83
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26 27
28
29 30