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
451
$47K ﹤0.01%
790
452
$47K ﹤0.01%
340
453
$47K ﹤0.01%
190
454
$46K ﹤0.01%
500
455
$46K ﹤0.01%
1,730
-1,700
456
$46K ﹤0.01%
1,167
457
$46K ﹤0.01%
700
-1,265
458
$46K ﹤0.01%
4,788
459
$46K ﹤0.01%
925
-150
460
$46K ﹤0.01%
525
461
$45K ﹤0.01%
4,016
462
$44K ﹤0.01%
2,085
463
$44K ﹤0.01%
1,960
464
$44K ﹤0.01%
370
+147
465
$44K ﹤0.01%
550
466
$43K ﹤0.01%
1,065
-100
467
$43K ﹤0.01%
7,950
+5,870
468
$43K ﹤0.01%
1,645
+3
469
$42K ﹤0.01%
153
-44
470
$42K ﹤0.01%
252
471
$42K ﹤0.01%
595
-247
472
$41K ﹤0.01%
+550
473
$41K ﹤0.01%
399
474
$41K ﹤0.01%
1,001
-139
475
$41K ﹤0.01%
6,300
+1,000
17 18
19
20 21