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
401
$71K 0.01%
+3,500
402
$71K 0.01%
5,000
+2,500
403
$70K 0.01%
1,000
404
$70K 0.01%
2,402
405
$70K 0.01%
855
-260
406
$70K 0.01%
400
407
$68K 0.01%
870
408
$68K 0.01%
808
409
$67K 0.01%
5,000
410
$66K 0.01%
347
411
$65K 0.01%
1,040
412
$64K 0.01%
3,300
413
$63K 0.01%
509
414
$63K 0.01%
1,560
415
$61K 0.01%
7,925
-16,055
416
$60K 0.01%
862
+200
417
$60K 0.01%
503
+2
418
$60K 0.01%
1,175
419
$59K 0.01%
3,760
-1,250
420
$59K 0.01%
+1,500
421
$59K 0.01%
+120
422
$59K 0.01%
+4,199
423
$58K 0.01%
4,478
424
$58K 0.01%
700
425
$58K 0.01%
613
-65
15 16
17
18 19