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
276
$208K 0.02%
2,620
+1,214
277
$208K 0.02%
2,025
-1,225
278
$208K 0.02%
4,155
-810
279
$208K 0.02%
8,135
-745
280
$205K 0.02%
+26,250
281
$205K 0.02%
3,051
+107
282
$202K 0.02%
2,800
-531
283
$201K 0.02%
1,588
+62
284
$200K 0.02%
2,724
+150
285
$199K 0.02%
3,477
286
$194K 0.02%
7,388
-3,254
287
$191K 0.02%
4,452
-2,740
288
$189K 0.02%
2,405
289
$187K 0.02%
4,301
-1,240
290
$185K 0.02%
7,305
+1,160
291
$185K 0.02%
7,255
-1,500
292
$183K 0.02%
5,055
293
$180K 0.02%
2,128
+1,750
294
$171K 0.02%
2,710
295
$169K 0.02%
2,300
-200
296
$169K 0.02%
2,399
-313
297
$165K 0.02%
+15,800
298
$159K 0.02%
1,479
+200
299
$159K 0.02%
808
-100
300
$158K 0.02%
15,864
10 11
12
13 14