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
$1.15B
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$2.6M
3
+$1.88M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.5M
5
STZ icon
Constellation Brands
STZ
+$1.47M

Top Sells

1
+$5.39M
2
+$3.06M
3
+$2.93M
4
TWX
Time Warner Inc
TWX
+$2.62M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$1.63M

Sector Composition

1 Technology 11.23%
2 Healthcare 10.4%
3 Financials 9.79%
4 Consumer Discretionary 7.36%
5 Industrials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$54K ﹤0.01%
592
-55
452
$54K ﹤0.01%
662
-324
453
$54K ﹤0.01%
340
454
$54K ﹤0.01%
2,998
+1,198
455
$53K ﹤0.01%
8,333
456
$52K ﹤0.01%
1,103
+566
457
$52K ﹤0.01%
1,500
458
$51K ﹤0.01%
300
-46
459
$50K ﹤0.01%
20,000
460
$49K ﹤0.01%
+2,120
461
$49K ﹤0.01%
602
462
$48K ﹤0.01%
210
-75
463
$48K ﹤0.01%
1,322
464
$47K ﹤0.01%
9,591
-17,582
465
$47K ﹤0.01%
548
466
$47K ﹤0.01%
1,285
467
$46K ﹤0.01%
750
468
$46K ﹤0.01%
2,769
469
$46K ﹤0.01%
2,296
470
$46K ﹤0.01%
1,025
-899
471
$46K ﹤0.01%
2,035
472
$46K ﹤0.01%
4,505
473
$46K ﹤0.01%
1,800
+400
474
$45K ﹤0.01%
885
-305
475
$45K ﹤0.01%
265
17 18
19
20 21