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
426
$58K 0.01%
2,230
+2,000
427
$57K 0.01%
3,000
-1,000
428
$57K 0.01%
2,462
429
$57K 0.01%
1,517
430
$56K 0.01%
702
431
$55K 0.01%
+317
432
$55K 0.01%
728
433
$55K 0.01%
6,600
434
$55K 0.01%
1,301
435
$55K 0.01%
340
436
$54K 0.01%
4,080
437
$54K 0.01%
600
438
$54K 0.01%
900
439
$54K 0.01%
4,500
440
$53K 0.01%
661
+500
441
$53K 0.01%
3,242
442
$52K 0.01%
1,660
443
$52K 0.01%
509
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444
$52K 0.01%
2,009
445
$51K ﹤0.01%
1,083
446
$51K ﹤0.01%
950
447
$50K ﹤0.01%
750
448
$50K ﹤0.01%
1,275
449
$50K ﹤0.01%
300
450
$50K ﹤0.01%
525
16 17
18
19 20