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
376
$80K 0.01%
+1,534
377
$79K 0.01%
1,166
378
$79K 0.01%
512
379
$78K 0.01%
5,000
380
$78K 0.01%
1,024
381
$78K 0.01%
918
382
$78K 0.01%
4,976
+4,584
383
$77K 0.01%
1,851
-150
384
$77K 0.01%
+893
385
$77K 0.01%
1,330
386
$76K 0.01%
969
387
$76K 0.01%
1,191
-30
388
$76K 0.01%
6,270
389
$76K 0.01%
2,300
390
$76K 0.01%
702
391
$75K 0.01%
1,207
392
$75K 0.01%
1,991
+373
393
$74K 0.01%
2,364
+233
394
$74K 0.01%
3,891
-300
395
$73K 0.01%
1,112
-354
396
$73K 0.01%
927
-100
397
$72K 0.01%
1,060
+260
398
$72K 0.01%
2,274
+1,200
399
$72K 0.01%
3,354
400
$71K 0.01%
962
+148
14 15
16
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