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
101
$2.88M 0.26%
18,396
+75
102
$2.83M 0.26%
46,734
+965
103
$2.82M 0.26%
26,417
-25
104
$2.81M 0.26%
9,525
+497
105
$2.8M 0.26%
27,382
+470
106
$2.75M 0.25%
12,481
-306
107
$2.74M 0.25%
37,936
-5,968
108
$2.74M 0.25%
26,433
+475
109
$2.7M 0.25%
27,175
-1,497
110
$2.66M 0.24%
90,045
+6,464
111
$2.61M 0.24%
56,942
+1,054
112
$2.6M 0.24%
54,884
+3,836
113
$2.59M 0.24%
35,365
-2,094
114
$2.58M 0.24%
144,069
-20,134
115
$2.54M 0.23%
46,231
+5,895
116
$2.53M 0.23%
30,579
-197
117
$2.53M 0.23%
33,482
-409
118
$2.52M 0.23%
35,209
+572
119
$2.48M 0.23%
37,152
+5,314
120
$2.43M 0.22%
13,982
-1,420
121
$2.42M 0.22%
61,855
+36,545
122
$2.41M 0.22%
20,190
-1,156
123
$2.4M 0.22%
26,215
+1
124
$2.4M 0.22%
28,223
-140
125
$2.39M 0.22%
34,051
-401
3 4
5
6 7