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
151
$1.69M 0.16%
32,908
+870
152
$1.67M 0.16%
64,100
-2,150
153
$1.67M 0.16%
24,922
-2,800
154
$1.58M 0.15%
41,150
-710
155
$1.58M 0.15%
7,910
+95
156
$1.54M 0.15%
21,224
-1,425
157
$1.53M 0.15%
42,963
-325
158
$1.52M 0.15%
24,137
-330
159
$1.47M 0.14%
804
+803
160
$1.45M 0.14%
9,792
+200
161
$1.42M 0.14%
30,960
-3,361
162
$1.4M 0.13%
22,461
-775
163
$1.34M 0.13%
29,730
-2,188
164
$1.34M 0.13%
66,587
+9,198
165
$1.33M 0.13%
17,263
-2,643
166
$1.31M 0.13%
9,841
-1,588
167
$1.29M 0.12%
9,552
+207
168
$1.24M 0.12%
38,359
-2,846
169
$1.24M 0.12%
17,520
-900
170
$1.23M 0.12%
21,530
171
$1.23M 0.12%
14,589
-2,387
172
$1.21M 0.12%
12,932
-1,170
173
$1.21M 0.12%
10,172
+1,365
174
$1.19M 0.11%
5,765
+5,485
175
$1.18M 0.11%
6,813
+1,184
5 6
7
8 9