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
726
$8K ﹤0.01%
125
727
$8K ﹤0.01%
300
728
$8K ﹤0.01%
320
729
$8K ﹤0.01%
1,525
730
$8K ﹤0.01%
127
731
$8K ﹤0.01%
211
732
$8K ﹤0.01%
750
733
$7K ﹤0.01%
380
734
$7K ﹤0.01%
175
735
$7K ﹤0.01%
+150
736
$7K ﹤0.01%
88
737
$7K ﹤0.01%
302
738
$7K ﹤0.01%
86
739
$7K ﹤0.01%
130
740
$7K ﹤0.01%
218
-460
741
$7K ﹤0.01%
138
742
$7K ﹤0.01%
85
-143
743
$7K ﹤0.01%
100
744
$7K ﹤0.01%
512
-159
745
$7K ﹤0.01%
202
746
$7K ﹤0.01%
559
747
$7K ﹤0.01%
250
748
$7K ﹤0.01%
491
749
$7K ﹤0.01%
1,350
+300
750
$7K ﹤0.01%
106
28 29
30
31 32