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
451
$49K ﹤0.01%
+1,725
452
$48K ﹤0.01%
1,307
453
$48K ﹤0.01%
4,788
454
$47K ﹤0.01%
1,865
455
$47K ﹤0.01%
405
456
$46K ﹤0.01%
2,250
457
$46K ﹤0.01%
400
458
$45K ﹤0.01%
4,505
459
$44K ﹤0.01%
+1,100
460
$44K ﹤0.01%
1,000
-250
461
$44K ﹤0.01%
1,322
-2,022
462
$43K ﹤0.01%
20,000
463
$43K ﹤0.01%
500
-200
464
$43K ﹤0.01%
330
465
$42K ﹤0.01%
1,500
466
$42K ﹤0.01%
140
467
$42K ﹤0.01%
701
-572
468
$42K ﹤0.01%
+3,134
469
$41K ﹤0.01%
1,325
470
$40K ﹤0.01%
250
471
$40K ﹤0.01%
+1,000
472
$40K ﹤0.01%
790
473
$40K ﹤0.01%
400
474
$39K ﹤0.01%
885
475
$39K ﹤0.01%
824
-60
17 18
19
20 21