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
901
$2K ﹤0.01%
200
902
$2K ﹤0.01%
200
903
$2K ﹤0.01%
300
-600
904
$2K ﹤0.01%
400
905
$1K ﹤0.01%
7
906
$1K ﹤0.01%
24
907
$1K ﹤0.01%
200
908
$1K ﹤0.01%
28
909
$1K ﹤0.01%
10
910
$1K ﹤0.01%
+50
911
$1K ﹤0.01%
150
912
$1K ﹤0.01%
102
913
$1K ﹤0.01%
41
914
$1K ﹤0.01%
23
-85
915
$1K ﹤0.01%
377
916
$1K ﹤0.01%
47
917
$1K ﹤0.01%
37
918
$1K ﹤0.01%
29
919
$1K ﹤0.01%
15
920
$1K ﹤0.01%
69
921
$1K ﹤0.01%
+111
922
$1K ﹤0.01%
103
923
$1K ﹤0.01%
60
924
$1K ﹤0.01%
31
925
$1K ﹤0.01%
18
35 36
37
38 39