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
51
$4.53M 0.52%
57,219
+7,926
52
$4.48M 0.51%
33,330
-1,227
53
$4.43M 0.51%
105,850
-1,503
54
$4.38M 0.5%
121,544
-16,850
55
$4.3M 0.49%
51,653
-5,915
56
$4.2M 0.48%
167,648
57
$4.07M 0.46%
68,948
-2,228
58
$4.05M 0.46%
143,904
+25,297
59
$4.04M 0.46%
37,686
-4,060
60
$4.01M 0.46%
48,379
-4,232
61
$3.93M 0.45%
73,440
-1,204
62
$3.76M 0.43%
74,486
-1,165
63
$3.74M 0.43%
276,903
-4,381
64
$3.69M 0.42%
48,697
+2,155
65
$3.67M 0.42%
37,307
+16,148
66
$3.58M 0.41%
72,075
-1,574
67
$3.44M 0.39%
37,451
+1,991
68
$3.4M 0.39%
70,311
+6,322
69
$3.33M 0.38%
112,695
-7,614
70
$3.26M 0.37%
32,428
-2,159
71
$3.19M 0.36%
76,906
-17,769
72
$3.12M 0.36%
76,345
-7,455
73
$3.11M 0.36%
114,688
-1,040
74
$3.07M 0.35%
56,469
-2,767
75
$3.07M 0.35%
26,785
-584
1 2
3
4 5