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
301
$164K 0.02%
4,310
+820
302
$163K 0.02%
2,721
-2,371
303
$163K 0.02%
708
-250
304
$161K 0.02%
5,075
+97
305
$161K 0.02%
1,670
+290
306
$160K 0.02%
6,918
307
$160K 0.02%
4,000
308
$158K 0.02%
2,933
309
$157K 0.02%
10,789
310
$156K 0.02%
3,740
311
$153K 0.02%
4,604
-2,022
312
$153K 0.02%
2,774
-182
313
$149K 0.01%
1,259
+21
314
$147K 0.01%
3,644
315
$147K 0.01%
3,708
316
$147K 0.01%
2,250
317
$145K 0.01%
6,079
318
$143K 0.01%
1,307
319
$142K 0.01%
5,468
320
$142K 0.01%
2,069
+629
321
$141K 0.01%
4,890
322
$140K 0.01%
640
+25
323
$138K 0.01%
1,156
324
$134K 0.01%
2,645
-230
325
$132K 0.01%
5,200
+975
11 12
13
14 15