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
276
$221K 0.02%
1,800
277
$219K 0.02%
2,546
278
$218K 0.02%
10,026
-170
279
$218K 0.02%
1,344
280
$212K 0.02%
7,285
+4,565
281
$211K 0.02%
1,911
282
$210K 0.02%
3,650
283
$210K 0.02%
10,631
+55
284
$205K 0.02%
6,600
-2,190
285
$203K 0.02%
4,030
-335
286
$199K 0.02%
+2,042
287
$189K 0.02%
15,000
288
$188K 0.02%
6,055
289
$188K 0.02%
2,490
290
$185K 0.02%
2,198
+750
291
$183K 0.02%
6,069
-8,163
292
$183K 0.02%
14,698
293
$182K 0.02%
2,624
-63
294
$182K 0.02%
4,099
+1,735
295
$181K 0.02%
2,055
296
$179K 0.02%
2,712
+1,335
297
$179K 0.02%
+1,081
298
$172K 0.02%
2,590
-500
299
$169K 0.02%
3,262
300
$167K 0.02%
2,554
10 11
12
13 14