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
26
$7.84M 0.78%
599,210
-6,239
27
$7.81M 0.78%
71,768
-574
28
$7.67M 0.76%
160,660
+2,292
29
$7.63M 0.76%
136,819
+18,203
30
$7.57M 0.75%
19,741
+805
31
$7.57M 0.75%
223,568
-6,236
32
$7.5M 0.75%
52,202
-1,487
33
$7.43M 0.74%
46,468
-970
34
$7.38M 0.73%
112,827
+810
35
$6.84M 0.68%
159,168
+2,162
36
$6.64M 0.66%
84,980
+3,139
37
$6.53M 0.65%
177,082
-11,960
38
$6.47M 0.64%
118,302
-808
39
$6.43M 0.64%
112,086
-17,672
40
$6.18M 0.61%
47,076
-1,456
41
$5.87M 0.58%
106,107
+41
42
$5.82M 0.58%
51,760
-2,689
43
$5.81M 0.58%
130,171
+553
44
$5.79M 0.58%
34,326
-222
45
$5.75M 0.57%
73,258
+6,284
46
$5.52M 0.55%
82,642
-7,274
47
$5.04M 0.5%
101,521
-1,337
48
$5M 0.5%
82,510
-1,745
49
$4.96M 0.49%
111,937
-7,033
50
$4.81M 0.48%
38,685
+1,025
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