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
901
$1K ﹤0.01%
15
-66
902
$1K ﹤0.01%
50
903
$1K ﹤0.01%
41
904
$1K ﹤0.01%
+14
905
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26
906
$1K ﹤0.01%
+19
907
$1K ﹤0.01%
70
908
$1K ﹤0.01%
10
909
$1K ﹤0.01%
377
910
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22
-163
911
$1K ﹤0.01%
+21
912
$1K ﹤0.01%
37
913
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29
914
$1K ﹤0.01%
+49
915
$1K ﹤0.01%
+25
916
$1K ﹤0.01%
7
917
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103
-195
918
$1K ﹤0.01%
60
919
$1K ﹤0.01%
42
920
$1K ﹤0.01%
+109
921
$1K ﹤0.01%
31
922
$1K ﹤0.01%
+52
923
$1K ﹤0.01%
13
924
$1K ﹤0.01%
+9
925
$1K ﹤0.01%
+18
35 36
37
38 39