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
726
$5K ﹤0.01%
90
727
$5K ﹤0.01%
58
728
$5K ﹤0.01%
100
729
$5K ﹤0.01%
56
730
$5K ﹤0.01%
105
731
$5K ﹤0.01%
250
732
$5K ﹤0.01%
+200
733
$5K ﹤0.01%
+172
734
$5K ﹤0.01%
60
735
$4K ﹤0.01%
64
736
$4K ﹤0.01%
40
-387
737
$4K ﹤0.01%
110
738
$4K ﹤0.01%
48
739
$4K ﹤0.01%
104
740
$4K ﹤0.01%
200
741
$4K ﹤0.01%
42
742
$4K ﹤0.01%
36
743
$4K ﹤0.01%
35
744
$4K ﹤0.01%
82
745
$4K ﹤0.01%
57
746
$4K ﹤0.01%
230
-2,000
747
$4K ﹤0.01%
63
748
$4K ﹤0.01%
400
749
$4K ﹤0.01%
29
750
$4K ﹤0.01%
+200
28 29
30
31 32