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
851
$3K ﹤0.01%
26
852
$3K ﹤0.01%
110
-135
853
$3K ﹤0.01%
36
854
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101
855
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160
856
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140
-75
857
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42
-24
858
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136
859
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2
860
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57
861
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200
862
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19
863
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+77
864
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13
865
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29
-171
866
$3K ﹤0.01%
75
867
$3K ﹤0.01%
250
868
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218
869
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400
870
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54
871
$3K ﹤0.01%
250
-225
872
$3K ﹤0.01%
70
-150
873
$3K ﹤0.01%
+100
874
$2K ﹤0.01%
41
875
$2K ﹤0.01%
32
33 34
35
36 37