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
$1.1B
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$5.46M
3
+$1.83M
4
PWR icon
Quanta Services
PWR
+$1.43M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$938K

Top Sells

1
+$1.92M
2
+$1.65M
3
+$1.62M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.37M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.05M

Sector Composition

1 Technology 11.58%
2 Healthcare 10.93%
3 Financials 8.98%
4 Consumer Discretionary 6.87%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.83M 0.35%
20,379
+615
77
$3.77M 0.34%
86,020
-2,204
78
$3.7M 0.34%
126,099
+15,516
79
$3.64M 0.33%
23,776
+196
80
$3.59M 0.33%
29,727
-848
81
$3.58M 0.33%
89,420
+70
82
$3.55M 0.32%
33,566
+1,819
83
$3.38M 0.31%
26,581
+480
84
$3.33M 0.3%
29,925
-1,600
85
$3.29M 0.3%
84,194
+5,930
86
$3.29M 0.3%
16,747
+471
87
$3.25M 0.3%
48,200
-2,115
88
$3.25M 0.3%
27,814
-526
89
$3.23M 0.29%
84,412
+9,042
90
$3.21M 0.29%
100,456
-7,980
91
$3.19M 0.29%
53,682
-1,020
92
$3.12M 0.29%
48,322
-488
93
$3.07M 0.28%
13,649
-206
94
$3.02M 0.28%
26,460
+4,462
95
$2.99M 0.27%
56,722
-699
96
$2.99M 0.27%
208,544
97
$2.95M 0.27%
25,172
-176
98
$2.95M 0.27%
48,744
-606
99
$2.92M 0.27%
25,600
-203
100
$2.91M 0.27%
40,620
-2,614
2 3
4
5 6