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
251
$306K 0.03%
9,633
252
$304K 0.03%
3,777
-210
253
$283K 0.03%
3,641
+415
254
$283K 0.03%
4,831
255
$282K 0.03%
2,203
-99
256
$281K 0.03%
4,705
257
$280K 0.03%
6,700
-2,426
258
$279K 0.03%
4,285
-5,055
259
$278K 0.03%
7,603
-213
260
$276K 0.03%
8,408
+264
261
$276K 0.03%
2,909
+50
262
$275K 0.03%
7,153
263
$266K 0.03%
1,119
-50
264
$262K 0.03%
1,847
+72
265
$262K 0.03%
19,615
266
$257K 0.03%
6,501
267
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268
$251K 0.03%
17,000
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269
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1
270
$247K 0.02%
4,519
-1,164
271
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3,994
-547
272
$233K 0.02%
1,759
273
$228K 0.02%
1,103
-60
274
$228K 0.02%
12,285
275
$223K 0.02%
28,950
9 10
11
12 13