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
826
$3K ﹤0.01%
58
827
$3K ﹤0.01%
55
828
$3K ﹤0.01%
50
829
$3K ﹤0.01%
104
830
$3K ﹤0.01%
44
831
$3K ﹤0.01%
300
-1,721
832
$3K ﹤0.01%
565
-23,647
833
$3K ﹤0.01%
123
834
$3K ﹤0.01%
43
835
$3K ﹤0.01%
26
836
$3K ﹤0.01%
200
837
$3K ﹤0.01%
380
838
$3K ﹤0.01%
125
839
$3K ﹤0.01%
181
-1,819
840
$3K ﹤0.01%
101
841
$3K ﹤0.01%
30
842
$3K ﹤0.01%
160
843
$3K ﹤0.01%
57
844
$3K ﹤0.01%
36
845
$3K ﹤0.01%
350
846
$3K ﹤0.01%
2
847
$3K ﹤0.01%
100
848
$3K ﹤0.01%
200
849
$3K ﹤0.01%
+80
850
$3K ﹤0.01%
250
32 33
34
35 36