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
126
$1.82M 0.21%
68,187
-28,299
127
$1.8M 0.21%
44,009
-937
128
$1.76M 0.2%
24,772
+1,500
129
$1.75M 0.2%
35,194
-1,350
130
$1.74M 0.2%
27,875
-652
131
$1.72M 0.2%
21,942
+262
132
$1.71M 0.2%
13,939
+2,070
133
$1.68M 0.19%
16,043
+660
134
$1.68M 0.19%
68,254
+950
135
$1.68M 0.19%
115,976
-1,048
136
$1.68M 0.19%
27,292
-1,796
137
$1.68M 0.19%
43,920
+4,520
138
$1.66M 0.19%
125,843
+6,071
139
$1.65M 0.19%
31,917
+1,900
140
$1.64M 0.19%
27,485
+4,011
141
$1.58M 0.18%
95,070
-11,220
142
$1.58M 0.18%
30,407
-163
143
$1.55M 0.18%
10,971
+2,123
144
$1.53M 0.18%
11,908
145
$1.48M 0.17%
207,200
146
$1.47M 0.17%
23,403
+17
147
$1.45M 0.17%
68,576
-6,904
148
$1.44M 0.16%
13,216
-3,622
149
$1.44M 0.16%
18,691
-3,580
150
$1.42M 0.16%
29,614
+819
4 5
6
7 8