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
801
$5K ﹤0.01%
+150
802
$5K ﹤0.01%
+569
803
$5K ﹤0.01%
100
-100
804
$5K ﹤0.01%
800
805
$5K ﹤0.01%
400
+200
806
$5K ﹤0.01%
+485
807
$5K ﹤0.01%
40
-7
808
$4K ﹤0.01%
116
809
$4K ﹤0.01%
114
810
$4K ﹤0.01%
96
811
$4K ﹤0.01%
+50
812
$4K ﹤0.01%
58
-74
813
$4K ﹤0.01%
104
814
$4K ﹤0.01%
100
815
$4K ﹤0.01%
445
816
$4K ﹤0.01%
78
817
$4K ﹤0.01%
210
818
$4K ﹤0.01%
92
-211
819
$4K ﹤0.01%
215
820
$4K ﹤0.01%
42
821
$4K ﹤0.01%
331
822
$4K ﹤0.01%
85
823
$4K ﹤0.01%
380
824
$4K ﹤0.01%
514
825
$4K ﹤0.01%
113
31 32
33
34 35