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
$1.04B
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.47M
3
+$1.35M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.24M
5
MLM icon
Martin Marietta Materials
MLM
+$1.13M

Top Sells

1
+$9.12M
2
+$2.21M
3
+$1.62M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$906K

Sector Composition

1 Healthcare 11.63%
2 Technology 11.31%
3 Financials 8.49%
4 Industrials 6.57%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.17M 0.5%
118,684
+20,355
52
$5.15M 0.49%
209,163
+10,486
53
$5.06M 0.49%
43,688
-4,868
54
$4.98M 0.48%
113,789
+1,916
55
$4.92M 0.47%
80,582
+911
56
$4.85M 0.46%
34,124
-718
57
$4.72M 0.45%
100,822
-5,203
58
$4.47M 0.43%
62,883
+525
59
$4.41M 0.42%
48,971
+75
60
$4.37M 0.42%
33,685
+1,142
61
$4.36M 0.42%
31,416
-1,571
62
$4.33M 0.41%
127,832
+4,105
63
$4.28M 0.41%
87,820
+4,240
64
$4.18M 0.4%
53,370
-680
65
$4.12M 0.4%
69,587
-1,839
66
$4.12M 0.39%
109,784
+2,088
67
$4.08M 0.39%
22,249
+286
68
$4.08M 0.39%
124,205
+2,823
69
$4.01M 0.38%
109,484
+2,500
70
$3.76M 0.36%
27,486
+145
71
$3.69M 0.35%
19,764
+555
72
$3.6M 0.34%
30,575
+609
73
$3.59M 0.34%
88,224
+1,582
74
$3.59M 0.34%
50,315
+394
75
$3.58M 0.34%
60,576
-1,138
1 2
3
4 5