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
776
$5K ﹤0.01%
135
777
$5K ﹤0.01%
22
778
$5K ﹤0.01%
200
+50
779
$4K ﹤0.01%
+773
780
$4K ﹤0.01%
+57
781
$4K ﹤0.01%
44
782
$4K ﹤0.01%
90
-170
783
$4K ﹤0.01%
100
-135
784
$4K ﹤0.01%
116
785
$4K ﹤0.01%
114
786
$4K ﹤0.01%
138
-55
787
$4K ﹤0.01%
96
788
$4K ﹤0.01%
156
-126
789
$4K ﹤0.01%
+100
790
$4K ﹤0.01%
150
791
$4K ﹤0.01%
200
-2,496
792
$4K ﹤0.01%
445
793
$4K ﹤0.01%
78
794
$4K ﹤0.01%
+140
795
$4K ﹤0.01%
210
796
$4K ﹤0.01%
60
797
$4K ﹤0.01%
+225
798
$4K ﹤0.01%
275
799
$4K ﹤0.01%
245
+100
800
$4K ﹤0.01%
90
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