SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$883M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$5.6M
3
+$4.88M
4
COKE icon
Coca-Cola Consolidated
COKE
+$4.77M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.58M

Top Sells

1
+$1.87M
2
+$1.81M
3
+$1.53M
4
WY icon
Weyerhaeuser
WY
+$872K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$806K

Sector Composition

1 Healthcare 12.19%
2 Technology 10.67%
3 Energy 7.66%
4 Industrials 7.48%
5 Financials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$93K 0.01%
1,395
-250
377
$93K 0.01%
2,202
-349
378
$93K 0.01%
663
379
$91K 0.01%
1,852
+600
380
$91K 0.01%
863
381
$91K 0.01%
685
+80
382
$90K 0.01%
2,654
383
$90K 0.01%
9,850
384
$90K 0.01%
7,000
385
$90K 0.01%
10,926
386
$89K 0.01%
403
+22
387
$89K 0.01%
9,450
+8,750
388
$87K 0.01%
5,000
389
$86K 0.01%
1,800
+525
390
$86K 0.01%
1,975
391
$86K 0.01%
8,016
392
$86K 0.01%
+2,300
393
$85K 0.01%
6,214
-2,420
394
$85K 0.01%
1,291
-301
395
$84K 0.01%
2,000
396
$84K 0.01%
1,700
397
$84K 0.01%
6,863
398
$82K 0.01%
1,750
+1,000
399
$80K 0.01%
2,812
400
$79K 0.01%
4,375
14 15
16
17 18