SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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 +$3.18M
2 +$3.07M
3 +$2.59M
4
WBA
Walgreens Boots Alliance
WBA
+$2.14M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.84M

Top Sells

1 +$2.98M
2 +$2.86M
3 +$1.86M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.09M
5
QCOM icon
Qualcomm
QCOM
+$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
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304
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5,075
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307
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308
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309
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310
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311
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312
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1,259
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315
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316
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317
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640
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$132K 0.01%
5,200
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