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
$834M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
861
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$2.72M
3
+$2.65M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.79M
5
DHR icon
Danaher
DHR
+$1.21M

Top Sells

1
+$3.18M
2
+$2.17M
3
+$1.45M
4
BDX icon
Becton Dickinson
BDX
+$1.21M
5
RIG icon
Transocean
RIG
+$1.08M

Sector Composition

1 Healthcare 12.13%
2 Technology 11.65%
3 Energy 9.32%
4 Industrials 7.93%
5 Consumer Staples 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$239K 0.03%
5,797
-981
252
$238K 0.03%
2,804
-174
253
$237K 0.03%
8,372
254
$236K 0.03%
10,315
-550
255
$235K 0.03%
2,071
-585
256
$231K 0.03%
3,500
-241
257
$228K 0.03%
14,585
258
$224K 0.03%
12,195
-58,526
259
$224K 0.03%
2,650
260
$221K 0.03%
2,577
-1,083
261
$217K 0.03%
4,131
+640
262
$214K 0.03%
6,025
263
$205K 0.02%
2,650
-356
264
$205K 0.02%
3,829
+74
265
$204K 0.02%
5,740
-100
266
$201K 0.02%
2,295
+135
267
$200K 0.02%
4,041
-2,191
268
$198K 0.02%
1,268
269
$198K 0.02%
2,016
270
$197K 0.02%
1,473
271
$197K 0.02%
6,815
272
$191K 0.02%
1,473
-117
273
$177K 0.02%
2,598
-300
274
$175K 0.02%
4,194
-575
275
$171K 0.02%
1,850
-525
9 10
11
12 13