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
$875M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,009
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$1.4M
3
+$1.37M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.24M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.21M

Top Sells

1
+$2.06M
2
+$1.25M
3
+$1.01M
4
STT icon
State Street
STT
+$961K
5
COP icon
ConocoPhillips
COP
+$865K

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%
22
+8
802
$5K ﹤0.01%
+150
803
$5K ﹤0.01%
+569
804
$5K ﹤0.01%
100
-100
805
$5K ﹤0.01%
800
806
$5K ﹤0.01%
400
+200
807
$5K ﹤0.01%
40
-7
808
$4K ﹤0.01%
100
809
$4K ﹤0.01%
445
810
$4K ﹤0.01%
78
811
$4K ﹤0.01%
295
812
$4K ﹤0.01%
116
813
$4K ﹤0.01%
210
814
$4K ﹤0.01%
292
815
$4K ﹤0.01%
+57
816
$4K ﹤0.01%
103
817
$4K ﹤0.01%
+12
818
$4K ﹤0.01%
22
819
$4K ﹤0.01%
114
820
$4K ﹤0.01%
96
821
$4K ﹤0.01%
+50
822
$4K ﹤0.01%
58
-74
823
$4K ﹤0.01%
104
824
$4K ﹤0.01%
92
-211
825
$4K ﹤0.01%
215
31 32
33
34 35