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
701
$7K ﹤0.01%
101
-40
702
$7K ﹤0.01%
228
+28
703
$7K ﹤0.01%
302
704
$7K ﹤0.01%
100
705
$7K ﹤0.01%
222
+8
706
$7K ﹤0.01%
300
707
$7K ﹤0.01%
110
708
$7K ﹤0.01%
+75
709
$7K ﹤0.01%
100
710
$7K ﹤0.01%
+60
711
$7K ﹤0.01%
160
712
$7K ﹤0.01%
184
713
$7K ﹤0.01%
559
714
$7K ﹤0.01%
1,358
-2,287
715
$7K ﹤0.01%
113
716
$7K ﹤0.01%
200
-522
717
$7K ﹤0.01%
+201
718
$7K ﹤0.01%
+250
719
$7K ﹤0.01%
755
720
$7K ﹤0.01%
49
721
$7K ﹤0.01%
400
722
$7K ﹤0.01%
150
723
$7K ﹤0.01%
4,300
724
$7K ﹤0.01%
+320
725
$7K ﹤0.01%
140
-300
27 28
29
30 31