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
$876M
AUM Growth
+$1.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.44M
3
+$1.04M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$910K
5
AGN
Allergan plc
AGN
+$858K

Top Sells

1
+$3.57M
2
+$2.19M
3
+$1.99M
4
VAR
Varian Medical Systems, Inc.
VAR
+$1.84M
5
MCD icon
McDonald's
MCD
+$1.48M

Sector Composition

1 Healthcare 12.08%
2 Technology 9.89%
3 Consumer Staples 7.17%
4 Industrials 6.98%
5 Financials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.16M 0.82%
56,065
-5,815
27
$6.96M 0.79%
65,476
-3,158
28
$6.89M 0.79%
92,507
-2,093
29
$6.51M 0.74%
154,084
+9,484
30
$6.41M 0.73%
66,974
-798
31
$6.26M 0.72%
95,887
-1,126
32
$6.2M 0.71%
99,453
+4,039
33
$6.2M 0.71%
114,804
-17,902
34
$6.14M 0.7%
17,918
+362
35
$5.98M 0.68%
125,894
-13,484
36
$5.95M 0.68%
166,200
-300
37
$5.74M 0.66%
49,140
-837
38
$5.5M 0.63%
69,485
+1,126
39
$5.45M 0.62%
71,668
+670
40
$5.42M 0.62%
156,780
+15,040
41
$5.3M 0.6%
112,215
-8,600
42
$5.29M 0.6%
183,952
-14,324
43
$5.06M 0.58%
198,198
-21,536
44
$4.99M 0.57%
33,761
-1,608
45
$4.92M 0.56%
161,136
-37,025
46
$4.88M 0.56%
169,693
+2,045
47
$4.74M 0.54%
53,832
-2,180
48
$4.47M 0.51%
32,250
-1,080
49
$4.47M 0.51%
37,286
-400
50
$4.39M 0.5%
86,477
-21,235
1
2
3 4 5