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
251
$271K 0.03%
5,585
-1,780
252
$266K 0.03%
2,451
253
$260K 0.02%
13,776
-130
254
$260K 0.02%
4,076
255
$257K 0.02%
20,500
256
$254K 0.02%
10,120
+310
257
$251K 0.02%
13,000
-1,330
258
$249K 0.02%
1,003
-416
259
$249K 0.02%
3,927
-9,736
260
$246K 0.02%
8,647
261
$245K 0.02%
2,048
+92
262
$242K 0.02%
6,579
-99
263
$241K 0.02%
19,615
264
$240K 0.02%
1,800
265
$234K 0.02%
9,210
+990
266
$232K 0.02%
3,579
267
$231K 0.02%
9,080
+595
268
$227K 0.02%
3,553
+245
269
$225K 0.02%
5,684
-1,000
270
$223K 0.02%
2,942
+2,100
271
$223K 0.02%
838
272
$217K 0.02%
10,966
+2,627
273
$216K 0.02%
3,184
274
$216K 0.02%
1,344
275
$208K 0.02%
3,380
-2,995
9 10
11
12 13