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
351
$96K 0.01%
+1,801
352
$94K 0.01%
2,474
353
$93K 0.01%
1,137
354
$92K 0.01%
777
+600
355
$92K 0.01%
6,478
356
$92K 0.01%
700
-44
357
$91K 0.01%
1,029
358
$91K 0.01%
3,815
-1,086
359
$91K 0.01%
1,548
360
$90K 0.01%
1,348
361
$88K 0.01%
1,500
362
$88K 0.01%
4,200
-300
363
$87K 0.01%
1,100
364
$86K 0.01%
3,822
+22
365
$86K 0.01%
814
366
$86K 0.01%
2,442
-650
367
$86K 0.01%
1,411
-545
368
$86K 0.01%
1,924
369
$86K 0.01%
1,100
370
$85K 0.01%
1,378
371
$85K 0.01%
1,250
372
$84K 0.01%
4,552
+975
373
$83K 0.01%
3,500
374
$81K 0.01%
2,100
-931
375
$80K 0.01%
1,900
13 14
15
16 17