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
201
$721K 0.07%
6,687
+110
202
$720K 0.07%
8,562
+120
203
$682K 0.06%
9,163
+7,303
204
$672K 0.06%
4,520
205
$660K 0.06%
52,828
-23,665
206
$655K 0.06%
7,973
+1,145
207
$644K 0.06%
4,848
-433
208
$618K 0.06%
4,102
+262
209
$616K 0.06%
27,512
+7,677
210
$613K 0.06%
4,144
-118
211
$566K 0.05%
11,388
-382
212
$563K 0.05%
17,575
+2,975
213
$553K 0.05%
17,305
+294
214
$550K 0.05%
4,096
-177
215
$528K 0.05%
15,198
-474
216
$526K 0.05%
3,401
217
$519K 0.05%
7,629
-4,711
218
$513K 0.05%
1,597
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219
$500K 0.05%
27,255
-633
220
$492K 0.04%
3,371
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221
$492K 0.04%
8,512
222
$479K 0.04%
13,285
-9,018
223
$466K 0.04%
6,066
-40
224
$464K 0.04%
8,490
225
$452K 0.04%
8,422
-751
7 8
9
10 11