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
151
$1.73M 0.16%
30,209
-1,817
152
$1.67M 0.15%
32,828
-80
153
$1.64M 0.15%
23,560
-577
154
$1.59M 0.15%
29,827
-1,843
155
$1.57M 0.14%
23,011
+550
156
$1.56M 0.14%
28,985
-4,678
157
$1.56M 0.14%
900
+96
158
$1.55M 0.14%
7,005
+1,240
159
$1.51M 0.14%
16,982
-9,029
160
$1.49M 0.14%
9,792
161
$1.48M 0.14%
20,877
-347
162
$1.47M 0.13%
42,963
163
$1.46M 0.13%
16,638
-625
164
$1.43M 0.13%
27,267
-2,463
165
$1.42M 0.13%
35,150
-6,000
166
$1.42M 0.13%
42,697
-19,735
167
$1.34M 0.12%
7,775
+962
168
$1.31M 0.12%
9,082
-470
169
$1.28M 0.12%
13,444
+3,299
170
$1.27M 0.12%
16,764
-756
171
$1.21M 0.11%
8,621
-1,220
172
$1.2M 0.11%
13,996
-593
173
$1.2M 0.11%
5,748
+99
174
$1.18M 0.11%
15,357
-9,565
175
$1.17M 0.11%
6,623
+21
5 6
7
8 9