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
876
$2K ﹤0.01%
51
877
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43
878
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27
879
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62
-124
880
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281
881
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16
882
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200
883
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200
884
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55
885
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-590
886
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130
887
$2K ﹤0.01%
49
888
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889
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890
$2K ﹤0.01%
66
891
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110
892
$2K ﹤0.01%
200
-560
893
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66
894
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25
895
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120
-900
896
$2K ﹤0.01%
53
897
$2K ﹤0.01%
250
898
$2K ﹤0.01%
23
899
$2K ﹤0.01%
18
900
$2K ﹤0.01%
135
34 35
36
37 38