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
326
$131K 0.01%
1,568
327
$128K 0.01%
3,908
-17,865
328
$127K 0.01%
3,669
329
$125K 0.01%
15,091
330
$124K 0.01%
1,025
-250
331
$123K 0.01%
8,692
332
$122K 0.01%
8,905
333
$121K 0.01%
1,211
334
$118K 0.01%
7,000
335
$116K 0.01%
5,330
336
$115K 0.01%
863
337
$113K 0.01%
12,126
338
$110K 0.01%
2,310
+280
339
$108K 0.01%
1,300
340
$107K 0.01%
1,444
+800
341
$106K 0.01%
902
+212
342
– –
0
343
$102K 0.01%
7,312
344
$102K 0.01%
9,075
-4,275
345
$100K 0.01%
1,663
-265
346
$100K 0.01%
842
+200
347
$97K 0.01%
3,774
+598
348
$97K 0.01%
2,620
+460
349
$97K 0.01%
+9,005
350
$97K 0.01%
2,074
12 13
14
15 16