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
1
$52.8M 5.06%
1,476,830
+51,725
2
$44.2M 4.23%
135,436
-1,545
3
$42.3M 4.05%
168,227
-3,547
4
$36.5M 3.49%
144,134
+4,898
5
$30.4M 2.92%
409,997
+12,540
6
$23.7M 2.27%
615,676
-5,836
7
$21.7M 2.08%
270,380
-12,500
8
$20.8M 1.99%
278,810
+2,654
9
$15.8M 1.51%
363,402
+31,005
10
$14.9M 1.42%
114,386
-919
11
$14M 1.34%
146,894
+4,116
12
$12.6M 1.21%
80,419
-1,121
13
$12.3M 1.18%
124,916
+3,096
14
$11.2M 1.07%
68,278
-389
15
$11.1M 1.06%
135,286
-5,905
16
$10.9M 1.05%
221,208
-7,441
17
$10.5M 1%
93,939
-612
18
$10.1M 0.97%
210,500
+5,900
19
$10M 0.96%
131,536
-543
20
$9.74M 0.93%
109,578
-1,336
21
$9.71M 0.93%
106,691
-1,353
22
$9.19M 0.88%
20,561
+456
23
$9.12M 0.87%
189,780
+2,100
24
$9.05M 0.87%
68,480
-1,758
25
$8.83M 0.85%
231,907
-8,886
1
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