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
201
$745K 0.07%
7,795
+2,470
202
$709K 0.07%
8,442
-83
203
$672K 0.06%
6,782
+1,881
204
$666K 0.06%
2,955
-286
205
$656K 0.06%
5,281
+3
206
$636K 0.06%
6,577
+2,030
207
$613K 0.06%
4,005
-966
208
$607K 0.06%
4,259
209
$602K 0.06%
4,262
210
$596K 0.06%
4,520
211
$582K 0.06%
15,672
-600
212
$571K 0.05%
8,512
+309
213
$553K 0.05%
11,770
+670
214
$550K 0.05%
4,273
-38
215
$540K 0.05%
10,649
+317
216
$529K 0.05%
6,828
-381
217
$508K 0.05%
8,090
+2,175
218
$505K 0.05%
27,888
219
$500K 0.05%
3,401
220
$487K 0.05%
14,600
+7,050
221
$484K 0.05%
17,011
-2,207
222
$483K 0.05%
3,840
+1,565
223
$472K 0.05%
5,675
-1,200
224
$468K 0.04%
8,490
-800
225
$465K 0.04%
6,943
7 8
9
10 11