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
126
$2.23M 0.21%
105,436
-3,316
127
$2.21M 0.21%
26,011
-1,049
128
$2.2M 0.21%
34,637
-600
129
$2.17M 0.21%
11,482
-181
130
$2.17M 0.21%
53,422
-265
131
$2.12M 0.2%
83,581
-2,041
132
$2.08M 0.2%
62,432
-4,440
133
$2.06M 0.2%
26,686
+5
134
$2.04M 0.2%
17,563
-14
135
$2.03M 0.19%
85,740
+5,742
136
$2.02M 0.19%
40,336
-4,335
137
$2M 0.19%
31,271
-1,430
138
$1.93M 0.19%
30,310
-288
139
$1.93M 0.18%
84,047
-21,086
140
$1.93M 0.18%
31,838
-95
141
$1.91M 0.18%
24,532
-285
142
$1.91M 0.18%
35,359
-1,920
143
$1.9M 0.18%
14,664
+138
144
$1.89M 0.18%
33,663
-178
145
$1.76M 0.17%
22,715
+47
146
$1.75M 0.17%
31,670
+3,055
147
$1.73M 0.17%
30,076
+844
148
$1.72M 0.16%
32,026
-2,936
149
$1.72M 0.16%
22,310
+820
150
$1.71M 0.16%
18,813
+2,335
4 5
6
7 8