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
401
$71K 0.01%
1,601
402
$70K 0.01%
7,204
403
$70K 0.01%
1,730
404
$69K 0.01%
210
405
$69K 0.01%
1,475
-13,980
406
$68K 0.01%
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-250
407
$68K 0.01%
808
408
$67K 0.01%
1,390
409
$65K 0.01%
8,500
410
$65K 0.01%
6,600
411
$65K 0.01%
639
-273
412
$65K 0.01%
24,000
413
$64K 0.01%
2,500
-2,500
414
$62K 0.01%
823
415
$62K 0.01%
525
-50
416
$61K 0.01%
3,000
417
$61K 0.01%
280
+250
418
$60K 0.01%
3,760
419
$60K 0.01%
+1,196
420
$60K 0.01%
905
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421
$59K 0.01%
+572
422
$59K 0.01%
900
423
$59K 0.01%
669
+631
424
$59K 0.01%
1,184
425
$59K 0.01%
555
15 16
17
18 19