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
851
$3K ﹤0.01%
7,400
852
$3K ﹤0.01%
62
853
$3K ﹤0.01%
47
854
$2K ﹤0.01%
+200
855
$2K ﹤0.01%
+45
856
$2K ﹤0.01%
41
857
$2K ﹤0.01%
51
858
$2K ﹤0.01%
27
859
$2K ﹤0.01%
250
-1,547
860
$2K ﹤0.01%
200
-1,830
861
$2K ﹤0.01%
45
-196
862
$2K ﹤0.01%
50
863
$2K ﹤0.01%
150
864
$2K ﹤0.01%
16
865
$2K ﹤0.01%
22
+11
866
$2K ﹤0.01%
+96
867
$2K ﹤0.01%
+40
868
$2K ﹤0.01%
28
869
$2K ﹤0.01%
+126
870
$2K ﹤0.01%
47
871
$2K ﹤0.01%
200
872
$2K ﹤0.01%
55
873
$2K ﹤0.01%
+175
874
$2K ﹤0.01%
+86
875
$2K ﹤0.01%
15
33 34
35
36 37