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
$816M
AUM Growth
-$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$3.49M
3
+$1.97M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.65M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.63M

Top Sells

1
+$2.53M
2
+$1.92M
3
+$1.88M
4
COKE icon
Coca-Cola Consolidated
COKE
+$1.56M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.26M

Sector Composition

1 Healthcare 11.75%
2 Technology 10.75%
3 Industrials 7.19%
4 Financials 7.08%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$6K ﹤0.01%
211
752
$6K ﹤0.01%
+138
753
$5K ﹤0.01%
+600
754
$5K ﹤0.01%
100
755
$5K ﹤0.01%
+1,000
756
$5K ﹤0.01%
300
-150
757
$5K ﹤0.01%
350
758
$5K ﹤0.01%
283
759
$5K ﹤0.01%
140
760
$5K ﹤0.01%
+105
761
$5K ﹤0.01%
90
762
$5K ﹤0.01%
105
763
$5K ﹤0.01%
138
764
$5K ﹤0.01%
514
765
$5K ﹤0.01%
455
-688
766
$5K ﹤0.01%
92
767
$5K ﹤0.01%
800
768
$5K ﹤0.01%
169
769
$5K ﹤0.01%
107
770
$5K ﹤0.01%
800
771
$5K ﹤0.01%
+240
772
$5K ﹤0.01%
200
773
$5K ﹤0.01%
+143
774
$5K ﹤0.01%
475
-1,200
775
$5K ﹤0.01%
175
29 30
31
32 33