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
701
$8K ﹤0.01%
79
-21
702
$8K ﹤0.01%
108
703
$8K ﹤0.01%
306
-100
704
$8K ﹤0.01%
+375
705
$8K ﹤0.01%
532
706
$8K ﹤0.01%
130
707
$8K ﹤0.01%
100
708
$8K ﹤0.01%
350
709
$8K ﹤0.01%
2,900
+400
710
$8K ﹤0.01%
100
711
$8K ﹤0.01%
222
712
$8K ﹤0.01%
214
-170
713
$8K ﹤0.01%
566
714
$8K ﹤0.01%
290
715
$8K ﹤0.01%
184
716
$8K ﹤0.01%
145
717
$8K ﹤0.01%
+200
718
$8K ﹤0.01%
455
719
$8K ﹤0.01%
243
-124
720
$8K ﹤0.01%
270
721
$8K ﹤0.01%
81
722
$8K ﹤0.01%
1,840
723
$8K ﹤0.01%
+102
724
$8K ﹤0.01%
373
725
$8K ﹤0.01%
440
27 28
29
30 31