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
326
$123K 0.01%
2,270
-1,944
327
$121K 0.01%
4,920
328
$119K 0.01%
5,527
+4,862
329
$119K 0.01%
10,600
330
$119K 0.01%
4,638
-5,925
331
$119K 0.01%
700
332
$118K 0.01%
950
333
$118K 0.01%
4,653
334
$117K 0.01%
3,084
+95
335
$117K 0.01%
2,559
-175
336
$116K 0.01%
1,065
337
$115K 0.01%
5,375
-1,025
338
$115K 0.01%
3,118
+1,000
339
$114K 0.01%
980
340
$114K 0.01%
3,076
-5,722
341
$113K 0.01%
1,127
342
$113K 0.01%
8,692
343
$111K 0.01%
5,062
+1,320
344
$111K 0.01%
2,243
-621
345
$109K 0.01%
5,124
346
$108K 0.01%
4,025
347
$108K 0.01%
2,082
-2,886
348
$107K 0.01%
2,300
-500
349
$107K 0.01%
2,660
350
$107K 0.01%
639
+275
12 13
14
15 16