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
101
$2.8M 0.27%
49,350
-3,163
102
$2.78M 0.27%
75,370
+10,784
103
$2.77M 0.27%
25,348
-206
104
$2.75M 0.26%
24,922
+214
105
$2.69M 0.26%
26,214
-2,396
106
$2.63M 0.25%
13,855
-135
107
$2.59M 0.25%
28,672
+1,581
108
$2.58M 0.25%
37,459
-2,715
109
$2.56M 0.25%
21,346
-936
110
$2.53M 0.24%
12,331
+1,130
111
$2.52M 0.24%
45,769
-38
112
$2.52M 0.24%
55,888
-1,725
113
$2.52M 0.24%
30,776
-305
114
$2.51M 0.24%
26,912
+400
115
$2.5M 0.24%
12,787
-155
116
$2.47M 0.24%
33,891
+382
117
$2.47M 0.24%
51,048
+607
118
$2.46M 0.24%
29,641
+617
119
$2.46M 0.24%
28,363
-1,400
120
$2.36M 0.23%
34,452
-475
121
$2.31M 0.22%
21,998
+2,851
122
$2.3M 0.22%
18,321
+290
123
$2.29M 0.22%
9,028
+940
124
$2.26M 0.22%
45,820
-456
125
$2.25M 0.22%
42,038
-2,840
3 4
5
6 7