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
351
$106K 0.01%
1,544
+680
352
$105K 0.01%
+3,806
353
$105K 0.01%
1,413
354
$103K 0.01%
6,609
-600
355
$102K 0.01%
8,155
356
$101K 0.01%
1,563
357
$100K 0.01%
1,250
358
$100K 0.01%
833
359
$100K 0.01%
999
-62
360
$98K 0.01%
2,245
361
$98K 0.01%
2,197
+1,385
362
$97K 0.01%
2,733
363
$96K 0.01%
1,165
364
$96K 0.01%
4,100
+300
365
$96K 0.01%
2,120
366
$95K 0.01%
3,750
367
$94K 0.01%
+7,600
368
$93K 0.01%
1,758
369
$91K 0.01%
2,831
-140
370
$91K 0.01%
603
+201
371
$91K 0.01%
+1,500
372
$89K 0.01%
3,500
-1,250
373
$88K 0.01%
+2,500
374
$87K 0.01%
811
-1,716
375
$86K 0.01%
1,440
13 14
15
16 17