SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$2.64M
2
+$1.4M
3
+$1.37M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.24M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.21M

Top Sells

1
+$2.06M
2
+$1.25M
3
+$1.01M
4
STT icon
State Street
STT
+$961K
5
COP icon
ConocoPhillips
COP
+$865K

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%
750
727
$8K ﹤0.01%
130
728
$8K ﹤0.01%
243
-124
729
$8K ﹤0.01%
1,525
730
$8K ﹤0.01%
566
731
$8K ﹤0.01%
290
732
$8K ﹤0.01%
184
733
$7K ﹤0.01%
138
734
$7K ﹤0.01%
130
735
$7K ﹤0.01%
525
736
$7K ﹤0.01%
380
737
$7K ﹤0.01%
175
738
$7K ﹤0.01%
302
739
$7K ﹤0.01%
86
740
$7K ﹤0.01%
218
-460
741
$7K ﹤0.01%
85
-143
742
$7K ﹤0.01%
100
743
$7K ﹤0.01%
512
-159
744
$7K ﹤0.01%
202
745
$7K ﹤0.01%
559
746
$7K ﹤0.01%
491
747
$7K ﹤0.01%
1,350
+300
748
$7K ﹤0.01%
106
749
$7K ﹤0.01%
+435
750
$7K ﹤0.01%
800
28 29
30
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