We are live on ! Find out more
SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$5.34M
3
+$1.78M
4
PWR icon
Quanta Services
PWR
+$1.37M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$914K

Top Sells

1
+$1.88M
2
+$1.85M
3
+$1.58M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.38M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.02M

Sector Composition

1 Technology 11.58%
2 Healthcare 10.93%
3 Financials 8.99%
4 Consumer Discretionary 6.87%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
– –
-300
877
– –
-27
878
– –
-175
879
– –
-16
880
– –
-2,378
881
– –
-104
882
– –
-7,312
883
– –
-30
884
– –
-57
885
– –
-55
886
– –
-100
887
– –
-14
888
– –
-88
889
– –
-763
890
– –
-101
891
– –
-10
892
– –
-220
893
– –
-57
894
– –
-800
895
– –
-1,350
896
– –
-200
897
– –
-303
898
– –
-1,100
899
– –
-143
900
– –
-101
33 34 35
36
37