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
301
$157K 0.02%
2,386
302
$156K 0.01%
2,640
+975
303
$154K 0.01%
8,325
+6,000
304
$154K 0.01%
5,468
305
$153K 0.01%
960
+54
306
$152K 0.01%
2,490
307
$150K 0.01%
16,204
+9,000
308
$149K 0.01%
2,882
-300
309
$148K 0.01%
1,000
310
$146K 0.01%
1,265
311
$143K 0.01%
+7,838
312
$142K 0.01%
2,764
313
$140K 0.01%
806
314
$138K 0.01%
4,130
-11,403
315
$138K 0.01%
2,875
-410
316
$137K 0.01%
1,013
+55
317
$137K 0.01%
2,066
-188
318
$136K 0.01%
3,585
+1,000
319
$136K 0.01%
1,195
320
$135K 0.01%
2,600
321
$130K 0.01%
+2,500
322
$129K 0.01%
1,001
-1,449
323
$127K 0.01%
5,700
-1,350
324
$126K 0.01%
9,350
325
$125K 0.01%
+3,200
11 12
13
14 15