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
51
$5.53M 0.51%
98,243
+2,225
52
$5.52M 0.5%
102,344
-35,676
53
$5.25M 0.48%
33,892
-232
54
$4.97M 0.45%
73,697
-10,069
55
$4.94M 0.45%
93,780
+5,960
56
$4.74M 0.43%
48,011
-960
57
$4.66M 0.42%
33,970
+285
58
$4.58M 0.42%
95,317
-5,505
59
$4.57M 0.42%
23,077
+828
60
$4.56M 0.42%
52,864
-506
61
$4.5M 0.41%
63,435
+552
62
$4.48M 0.41%
130,262
+2,430
63
$4.45M 0.41%
109,404
-380
64
$4.45M 0.41%
212,642
+3,479
65
$4.24M 0.39%
128,937
+525
66
$4.21M 0.38%
107,816
-1,668
67
$4.19M 0.38%
149,460
+25,255
68
$4.19M 0.38%
69,182
-405
69
$4.16M 0.38%
77,449
-3,133
70
$4.11M 0.37%
39,360
-1,943
71
$4.09M 0.37%
28,675
+1,189
72
$4.07M 0.37%
27,744
-3,672
73
$4.03M 0.37%
27,429
+2,755
74
$3.97M 0.36%
62,034
+1,458
75
$3.96M 0.36%
29,186
+4,264
1 2
3
4 5