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
126
$2.38M 0.22%
45,760
-60
127
$2.38M 0.22%
39,398
-17,428
128
$2.36M 0.22%
55,206
+1,784
129
$2.33M 0.21%
84,707
+18,120
130
$2.31M 0.21%
17,207
-356
131
$2.29M 0.21%
31,141
-130
132
$2.29M 0.21%
13,987
+1,656
133
$2.27M 0.21%
41,066
-972
134
$2.26M 0.21%
102,864
-2,572
135
$2.23M 0.2%
31,018
+708
136
$2.23M 0.2%
26,925
-2,716
137
$2.2M 0.2%
11,580
+98
138
$2.18M 0.2%
80,852
-3,195
139
$2.07M 0.19%
80,724
-5,016
140
$2.05M 0.19%
33,829
-1,530
141
$2.05M 0.19%
19,583
+770
142
$2.03M 0.19%
24,301
-19,387
143
$2.01M 0.18%
16,186
-13,319
144
$2M 0.18%
14,564
-100
145
$1.89M 0.17%
23,430
-1,102
146
$1.89M 0.17%
8,250
+340
147
$1.87M 0.17%
70,541
+6,441
148
$1.8M 0.16%
30,819
+743
149
$1.78M 0.16%
21,929
-381
150
$1.75M 0.16%
22,471
-244
4 5
6
7 8