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
$1.01B
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$3.04M
3
+$2.6M
4
WBA
Walgreens Boots Alliance
WBA
+$2.12M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.87M

Top Sells

1
+$2.98M
2
+$2.9M
3
+$1.89M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.1M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.03M

Sector Composition

1 Healthcare 11.27%
2 Technology 11.21%
3 Financials 7.69%
4 Consumer Staples 6.57%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$444K 0.04%
7,362
-604
227
$438K 0.04%
12,890
-322
228
$432K 0.04%
27,888
-3,414
229
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6,427
+1,271
230
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22,284
-25,377
231
$412K 0.04%
6,979
-193
232
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4,910
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233
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6,725
234
$395K 0.04%
7,674
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235
$394K 0.04%
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-3,172
236
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237
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4,160
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238
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3,540
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239
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-100
240
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241
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242
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243
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244
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245
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246
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247
$312K 0.03%
2,309
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248
$311K 0.03%
20,500
249
$310K 0.03%
1,500
250
$308K 0.03%
5,870
+426
8 9
10
11 12