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
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
824
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$3M
3
+$1.98M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.36M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.23M

Top Sells

1
+$3.11M
2
+$2.95M
3
+$2.2M
4
MCD icon
McDonald's
MCD
+$1.67M
5
SLB icon
SLB Ltd
SLB
+$1.31M

Sector Composition

1 Healthcare 11.35%
2 Technology 11.19%
3 Financials 9.15%
4 Consumer Discretionary 6.83%
5 Industrials 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$417K 0.04%
18,487
+920
227
$402K 0.04%
8,262
228
$394K 0.04%
2,945
+807
229
$390K 0.04%
12,521
-441
230
$390K 0.04%
5,210
+3,705
231
$389K 0.04%
8,148
-1,309
232
$377K 0.04%
7,745
233
$373K 0.04%
3,811
-200
234
$365K 0.04%
3,863
+151
235
$365K 0.04%
2,100
-142
236
$358K 0.03%
11,400
237
$357K 0.03%
4,815
+270
238
$350K 0.03%
5,316
239
$334K 0.03%
1,436
240
$334K 0.03%
8,581
+3,384
241
$333K 0.03%
3,287
242
$327K 0.03%
7,439
+2,274
243
$319K 0.03%
4,609
+96
244
$306K 0.03%
1
245
$297K 0.03%
8,181
-14,785
246
$283K 0.03%
6,338
247
$283K 0.03%
1,159
+34
248
$280K 0.03%
7,153
249
$279K 0.03%
12,110
+3,685
250
$275K 0.03%
6,016
+428
8 9
10
11 12