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
$1.04B
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.52M
3
+$1.32M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.22M
5
MLM icon
Martin Marietta Materials
MLM
+$1.16M

Top Sells

1
+$9.12M
2
+$2.21M
3
+$1.62M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$883K

Sector Composition

1 Healthcare 11.63%
2 Technology 11.31%
3 Financials 8.49%
4 Industrials 6.57%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
-230
802
– –
-2,200
803
– –
-196
804
– –
-266
805
– –
-442
806
– –
-450
807
– –
-344
808
– –
-133
809
– –
-60
810
– –
-490
811
– –
-264
812
– –
-600
813
– –
-300
814
– –
-20
815
– –
-336
816
– –
-290
817
– –
-160
818
– –
-200
819
– –
-500
820
– –
-206
821
– –
-2,500
822
– –
-1,000
823
– –
-101
824
– –
-1,325
825
– –
-200
31 32
33
34 35