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
426
$58K 0.01%
+1,161
427
$58K 0.01%
602
+175
428
$58K 0.01%
1,200
429
$58K 0.01%
550
430
$57K 0.01%
1,800
431
$57K 0.01%
+2,248
432
$57K 0.01%
946
-100
433
$56K 0.01%
+1,376
434
$56K 0.01%
1,240
-394
435
$55K 0.01%
1,422
436
$55K 0.01%
1,165
437
$55K 0.01%
3,726
438
$55K 0.01%
505
439
$55K 0.01%
431
+385
440
$53K 0.01%
1,500
441
$53K 0.01%
20,000
442
$50K 0.01%
1,400
443
$50K 0.01%
1,914
444
$49K ﹤0.01%
950
445
$49K ﹤0.01%
2,296
446
$49K ﹤0.01%
2,800
447
$49K ﹤0.01%
814
+248
448
$49K ﹤0.01%
505
449
$48K ﹤0.01%
600
-600
450
$48K ﹤0.01%
1,200
16 17
18
19 20