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
$1.15B
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$2.6M
3
+$1.88M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.5M
5
STZ icon
Constellation Brands
STZ
+$1.47M

Top Sells

1
+$5.39M
2
+$3.06M
3
+$2.93M
4
TWX
Time Warner Inc
TWX
+$2.62M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$1.63M

Sector Composition

1 Technology 11.23%
2 Healthcare 10.4%
3 Financials 9.79%
4 Consumer Discretionary 7.36%
5 Industrials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$145K 0.01%
1,050
-900
327
$145K 0.01%
+5,725
328
$144K 0.01%
3,164
-1,032
329
$143K 0.01%
1,388
330
$143K 0.01%
700
331
$141K 0.01%
2,600
-299
332
$139K 0.01%
762
+263
333
$137K 0.01%
1,067
-175
334
$137K 0.01%
1,000
+500
335
$136K 0.01%
1,935
+89
336
$135K 0.01%
2,536
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337
$134K 0.01%
1,440
-629
338
$133K 0.01%
3,642
-2,100
339
$133K 0.01%
842
-11
340
$132K 0.01%
9,350
341
$132K 0.01%
2,880
-860
342
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-100
343
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+5,080
344
$128K 0.01%
1,190
-60
345
$126K 0.01%
10,600
346
$126K 0.01%
+5,070
347
$123K 0.01%
1,581
+89
348
$123K 0.01%
4,653
-426
349
$122K 0.01%
+4,810
350
$121K 0.01%
1,127
12 13
14
15 16