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
751
$7K ﹤0.01%
+435
752
$7K ﹤0.01%
800
753
$7K ﹤0.01%
525
754
$7K ﹤0.01%
150
755
$7K ﹤0.01%
7,400
756
$7K ﹤0.01%
160
757
$7K ﹤0.01%
175
758
$7K ﹤0.01%
185
759
$6K ﹤0.01%
+267
760
$6K ﹤0.01%
139
-395
761
$6K ﹤0.01%
57
762
$6K ﹤0.01%
299
763
$6K ﹤0.01%
266
764
$6K ﹤0.01%
140
765
$6K ﹤0.01%
250
+200
766
$6K ﹤0.01%
110
767
$6K ﹤0.01%
158
768
$6K ﹤0.01%
100
769
$6K ﹤0.01%
360
770
$6K ﹤0.01%
410
-4,135
771
$6K ﹤0.01%
1,000
772
$6K ﹤0.01%
132
773
$6K ﹤0.01%
518
774
$6K ﹤0.01%
107
775
$6K ﹤0.01%
100
-100
29 30
31
32 33