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
876
$2K ﹤0.01%
126
877
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130
878
$2K ﹤0.01%
49
879
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+40
880
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66
881
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20
882
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78
883
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19
-57
884
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885
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250
886
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18
887
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27
888
$2K ﹤0.01%
100
889
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45
-245
890
$2K ﹤0.01%
30
891
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+33
892
$2K ﹤0.01%
17
893
$1K ﹤0.01%
+7
894
$1K ﹤0.01%
+5
895
$1K ﹤0.01%
24
896
– –
0
897
$1K ﹤0.01%
+5
898
$1K ﹤0.01%
10
899
$1K ﹤0.01%
+4
900
$1K ﹤0.01%
102
34 35
36
37 38