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
176
$1.15M 0.11%
21,530
177
$1.14M 0.1%
20,053
-250
178
$1.1M 0.1%
227,040
+19,040
179
$1.04M 0.09%
34,808
-3,551
180
$1.02M 0.09%
5,036
+866
181
$1.01M 0.09%
9,964
-110
182
$992K 0.09%
24,756
+346
183
$991K 0.09%
13,649
-13,037
184
$985K 0.09%
7,313
-1,505
185
$969K 0.09%
15,622
-961
186
$962K 0.09%
9,757
-3,175
187
$952K 0.09%
5,115
+6
188
$932K 0.09%
11,418
-985
189
$931K 0.09%
9,220
+1,425
190
$927K 0.08%
7,457
-2,715
191
$897K 0.08%
13,618
-500
192
$888K 0.08%
5,068
-585
193
$885K 0.08%
3,550
+595
194
$864K 0.08%
9,144
-100
195
$839K 0.08%
19,879
-11,081
196
$838K 0.08%
30,030
+1,130
197
$834K 0.08%
21,882
-3,475
198
$802K 0.07%
5,146
199
$783K 0.07%
12,133
-500
200
$772K 0.07%
7,002
+220
6 7
8
9 10