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
376
$85K 0.01%
6,000
-2,500
377
$85K 0.01%
+6,076
378
$85K 0.01%
1,095
379
$85K 0.01%
2,325
-2,235
380
$84K 0.01%
+8,800
381
$84K 0.01%
1,046
+102
382
$84K 0.01%
5,492
383
$83K 0.01%
1,330
384
$83K 0.01%
5,831
385
$81K 0.01%
1,400
386
$80K 0.01%
2,500
+1,600
387
$80K 0.01%
1,534
388
$79K 0.01%
2,250
389
$79K 0.01%
+140
390
$78K 0.01%
6,270
391
$77K 0.01%
978
392
$76K 0.01%
1,643
+1,600
393
$76K 0.01%
4,500
394
$76K 0.01%
984
+600
395
$75K 0.01%
1,500
396
$75K 0.01%
712
397
$73K 0.01%
956
398
$73K 0.01%
+1,400
399
$72K 0.01%
1,851
400
$72K 0.01%
1,672
14 15
16
17 18