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
76
$3.02M 0.34%
80,123
+851
77
$3.01M 0.34%
101,728
+2,504
78
$2.99M 0.34%
66,880
-1,080
79
$2.85M 0.33%
40,370
-1,524
80
$2.84M 0.32%
63,321
-1,293
81
$2.78M 0.32%
52,484
+17,001
82
$2.73M 0.31%
19,277
+791
83
$2.69M 0.31%
66,731
-22,749
84
$2.67M 0.3%
127,575
-6,529
85
$2.66M 0.3%
86,532
-2,130
86
$2.58M 0.29%
140,369
-1,040
87
$2.58M 0.29%
29,435
+430
88
$2.53M 0.29%
54,950
+19,674
89
$2.53M 0.29%
80,020
-2,690
90
$2.52M 0.29%
33,667
+13,730
91
$2.43M 0.28%
61,968
-436
92
$2.42M 0.28%
32,897
+15,565
93
$2.4M 0.27%
26,735
-642
94
$2.36M 0.27%
15,729
-522
95
$2.36M 0.27%
16,970
-132
96
$2.31M 0.26%
82,597
+29,097
97
$2.3M 0.26%
22,442
+383
98
$2.28M 0.26%
56,754
+490
99
$2.27M 0.26%
26,163
-1,020
100
$2.26M 0.26%
31,129
+644
2 3
4
5 6