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
801
$4K ﹤0.01%
140
802
$4K ﹤0.01%
+300
803
$4K ﹤0.01%
113
804
$4K ﹤0.01%
101
805
$4K ﹤0.01%
800
806
$4K ﹤0.01%
215
807
$4K ﹤0.01%
625
808
$4K ﹤0.01%
42
809
$4K ﹤0.01%
132
810
$4K ﹤0.01%
518
811
$4K ﹤0.01%
24
812
$4K ﹤0.01%
174
+100
813
$4K ﹤0.01%
200
814
$4K ﹤0.01%
292
815
$4K ﹤0.01%
1,200
816
$4K ﹤0.01%
200
817
$4K ﹤0.01%
75
818
$4K ﹤0.01%
218
-12
819
$4K ﹤0.01%
+400
820
$4K ﹤0.01%
103
821
$3K ﹤0.01%
100
822
$3K ﹤0.01%
661
-15
823
$3K ﹤0.01%
64
824
$3K ﹤0.01%
43
825
$3K ﹤0.01%
+250
31 32
33
34 35