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
$1.04B
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.47M
3
+$1.35M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.24M
5
MLM icon
Martin Marietta Materials
MLM
+$1.13M

Top Sells

1
+$9.12M
2
+$2.21M
3
+$1.62M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$906K

Sector Composition

1 Healthcare 11.63%
2 Technology 11.31%
3 Financials 8.49%
4 Industrials 6.57%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.52M 0.34%
31,747
+229
77
$3.5M 0.34%
43,234
+2,146
78
$3.4M 0.33%
28,340
-1,999
79
$3.35M 0.32%
24,674
+3,673
80
$3.35M 0.32%
128,412
+9,834
81
$3.27M 0.31%
78,264
+254
82
$3.27M 0.31%
110,583
-3,265
83
$3.24M 0.31%
108,436
+4,545
84
$3.22M 0.31%
89,350
+6,695
85
$3.22M 0.31%
56,826
-1,290
86
$3.19M 0.31%
23,580
+224
87
$3.15M 0.3%
31,525
-238
88
$3.13M 0.3%
54,702
-1,237
89
$3.09M 0.3%
29,505
+31
90
$3.06M 0.29%
48,810
-1,719
91
$3.05M 0.29%
57,421
-2,313
92
$3.01M 0.29%
43,904
-1,999
93
$3M 0.29%
164,203
94
$2.96M 0.28%
25,958
-220
95
$2.95M 0.28%
208,544
96
$2.94M 0.28%
26,442
-1,095
97
$2.93M 0.28%
25,803
+905
98
$2.9M 0.28%
16,276
+390
99
$2.87M 0.28%
15,402
+388
100
$2.81M 0.27%
26,101
-533
2 3
4
5 6