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
$876M
AUM Growth
+$1.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$1.44M
3 +$1.04M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$910K
5
AGN
Allergan plc
AGN
+$858K

Top Sells

1 +$3.57M
2 +$2.19M
3 +$1.99M
4
VAR
Varian Medical Systems, Inc.
VAR
+$1.84M
5
MCD icon
McDonald's
MCD
+$1.48M

Sector Composition

1 Healthcare 12.08%
2 Technology 9.89%
3 Consumer Staples 7.17%
4 Industrials 6.98%
5 Financials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$171K 0.02%
4,289
+378
302
$170K 0.02%
21,100
+2,250
303
$170K 0.02%
3,124
304
$170K 0.02%
2,250
305
$166K 0.02%
18,341
306
$162K 0.02%
1,366
-250
307
$156K 0.02%
2,872
308
$155K 0.02%
1,333
-103
309
$153K 0.02%
6,918
310
$152K 0.02%
1,364
311
$152K 0.02%
2,967
+740
312
$148K 0.02%
1,307
-50
313
$147K 0.02%
5,177
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314
$144K 0.02%
4,944
+280
315
$143K 0.02%
3,708
316
$142K 0.02%
1,156
-1,600
317
$141K 0.02%
2,223
318
$141K 0.02%
+3,840
319
$140K 0.02%
3,740
320
$139K 0.02%
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321
$139K 0.02%
8,692
322
$138K 0.02%
6,812
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323
$137K 0.02%
3,669
324
$132K 0.02%
2,490
325
$131K 0.02%
3,644