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
926
$1K ﹤0.01%
21
927
$1K ﹤0.01%
68
928
$1K ﹤0.01%
100
929
$1K ﹤0.01%
38
930
$1K ﹤0.01%
4
931
$1K ﹤0.01%
30
932
$1K ﹤0.01%
21
933
$1K ﹤0.01%
+66
934
$1K ﹤0.01%
400
935
$1K ﹤0.01%
100
936
– –
-160
937
– –
-773
938
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-88
939
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940
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-1,210
941
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-1,002
942
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-1,316
943
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-5
944
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-495
945
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-2,800
946
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947
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-1,021
948
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949
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-801
950
– –
-40
36 37
38
39 40