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
676
$10K ﹤0.01%
86
-40
677
$10K ﹤0.01%
+605
678
$10K ﹤0.01%
350
679
$10K ﹤0.01%
150
680
$10K ﹤0.01%
501
+70
681
$10K ﹤0.01%
2,080
682
$10K ﹤0.01%
160
683
$10K ﹤0.01%
+274
684
$10K ﹤0.01%
+1,000
685
$10K ﹤0.01%
232
686
$10K ﹤0.01%
59
687
$10K ﹤0.01%
373
688
$10K ﹤0.01%
150
689
$10K ﹤0.01%
150
690
$10K ﹤0.01%
+500
691
$9K ﹤0.01%
170
692
$9K ﹤0.01%
180
693
$9K ﹤0.01%
+483
694
$9K ﹤0.01%
283
695
$9K ﹤0.01%
100
696
$9K ﹤0.01%
159
697
$9K ﹤0.01%
100
698
$9K ﹤0.01%
163
-359
699
$9K ﹤0.01%
70
700
$9K ﹤0.01%
132
26 27
28
29 30