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
751
$5K ﹤0.01%
200
752
$5K ﹤0.01%
105
+53
753
$5K ﹤0.01%
261
+88
754
$5K ﹤0.01%
+37
755
$5K ﹤0.01%
+107
756
$5K ﹤0.01%
+50
757
$5K ﹤0.01%
172
758
$5K ﹤0.01%
60
759
$5K ﹤0.01%
+86
760
$5K ﹤0.01%
+74
761
$5K ﹤0.01%
+1,103
762
$4K ﹤0.01%
67
+33
763
$4K ﹤0.01%
48
-18
764
$4K ﹤0.01%
175
765
$4K ﹤0.01%
40
766
$4K ﹤0.01%
110
767
$4K ﹤0.01%
50
768
$4K ﹤0.01%
+76
769
$4K ﹤0.01%
208
-113
770
$4K ﹤0.01%
36
771
$4K ﹤0.01%
+103
772
$4K ﹤0.01%
82
773
$4K ﹤0.01%
+103
774
$4K ﹤0.01%
+84
775
$4K ﹤0.01%
+70
29 30
31
32 33