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
726
$7K ﹤0.01%
+120
727
$7K ﹤0.01%
295
728
$6K ﹤0.01%
141
-44
729
$6K ﹤0.01%
100
730
$6K ﹤0.01%
150
731
$6K ﹤0.01%
+25
732
$6K ﹤0.01%
103
-2
733
$6K ﹤0.01%
250
734
$6K ﹤0.01%
71
+29
735
$6K ﹤0.01%
125
736
$6K ﹤0.01%
+181
737
$6K ﹤0.01%
131
738
$6K ﹤0.01%
86
739
$6K ﹤0.01%
58
740
$6K ﹤0.01%
+208
741
$6K ﹤0.01%
+69
742
$6K ﹤0.01%
230
743
$6K ﹤0.01%
+439
744
$6K ﹤0.01%
+382
745
$6K ﹤0.01%
+187
746
$6K ﹤0.01%
160
747
$5K ﹤0.01%
58
-60
748
$5K ﹤0.01%
90
749
$5K ﹤0.01%
48
750
$5K ﹤0.01%
100
28 29
30
31 32