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
151
$1.4M 0.16%
28,958
-1,441
152
$1.4M 0.16%
28,504
+641
153
$1.39M 0.16%
35,839
+4,747
154
$1.36M 0.16%
17,156
-2,783
155
$1.32M 0.15%
11,591
+363
156
$1.31M 0.15%
40,969
-1,520
157
$1.28M 0.15%
16,772
-885
158
$1.28M 0.15%
22,399
-520
159
$1.24M 0.14%
59,050
+100
160
$1.23M 0.14%
27,801
+118
161
$1.23M 0.14%
20,898
+375
162
$1.19M 0.14%
16,812
+10,095
163
$1.19M 0.14%
16,409
-502
164
$1.18M 0.14%
21,351
-2,007
165
$1.17M 0.13%
26,827
-595
166
$1.16M 0.13%
14,226
+500
167
$1.16M 0.13%
55,531
-7,110
168
$1.15M 0.13%
38,416
-800
169
$1.13M 0.13%
18,356
-240
170
$1.1M 0.13%
21,230
171
$1.09M 0.12%
26,725
+2,985
172
$1.09M 0.12%
13,619
-400
173
$1.08M 0.12%
79,731
+32,838
174
$1.04M 0.12%
28,401
+850
175
$990K 0.11%
22,769
-4,235
5 6
7
8 9