SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$4.43M
2
+$3.7M
3
+$2.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.76M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.75M

Top Sells

1
+$2.52M
2
+$2.21M
3
+$1.88M
4
COKE icon
Coca-Cola Consolidated
COKE
+$1.56M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.47M

Sector Composition

1 Healthcare 11.75%
2 Technology 10.75%
3 Industrials 7.19%
4 Financials 7.09%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$4K ﹤0.01%
42
802
$4K ﹤0.01%
132
803
$4K ﹤0.01%
+773
804
$4K ﹤0.01%
+57
805
$4K ﹤0.01%
90
-170
806
$4K ﹤0.01%
114
807
$4K ﹤0.01%
138
-55
808
$4K ﹤0.01%
96
809
$4K ﹤0.01%
156
-126
810
$4K ﹤0.01%
+100
811
$4K ﹤0.01%
150
812
$4K ﹤0.01%
200
-2,496
813
$4K ﹤0.01%
445
814
$4K ﹤0.01%
78
815
$4K ﹤0.01%
210
816
$4K ﹤0.01%
60
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%
104
822
$3K ﹤0.01%
43
823
$3K ﹤0.01%
+250
824
$3K ﹤0.01%
58
825
$3K ﹤0.01%
55
31 32
33
34 35