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
826
$4K ﹤0.01%
+93
827
$4K ﹤0.01%
57
828
$4K ﹤0.01%
800
829
$4K ﹤0.01%
625
830
$4K ﹤0.01%
92
831
$4K ﹤0.01%
+124
832
$4K ﹤0.01%
350
833
$4K ﹤0.01%
169
834
$4K ﹤0.01%
292
835
$4K ﹤0.01%
295
836
$4K ﹤0.01%
+57
837
$4K ﹤0.01%
103
838
$4K ﹤0.01%
+12
839
$4K ﹤0.01%
22
840
$4K ﹤0.01%
138
-65
841
$3K ﹤0.01%
+70
842
$3K ﹤0.01%
16
843
$3K ﹤0.01%
4
844
$3K ﹤0.01%
+250
845
$3K ﹤0.01%
58
846
$3K ﹤0.01%
55
847
$3K ﹤0.01%
50
848
$3K ﹤0.01%
100
849
$3K ﹤0.01%
123
850
$3K ﹤0.01%
43
32 33
34
35 36