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
26
$8.76M 0.84%
22,301
+370
27
$8.74M 0.84%
201,647
-23,688
28
$8.64M 0.83%
60,936
-5,365
29
$8.55M 0.82%
127,605
-4,757
30
$8.22M 0.79%
74,419
-8,306
31
$8.01M 0.77%
73,632
-224
32
$7.81M 0.75%
114,582
-7,340
33
$7.25M 0.69%
139,377
-4,171
34
$7.19M 0.69%
78,261
-5,530
35
$7.08M 0.68%
34,679
+1,017
36
$6.82M 0.65%
44,181
-1,216
37
$6.68M 0.64%
50,925
-325
38
$6.57M 0.63%
158,140
+13,581
39
$6.17M 0.59%
44,448
+791
40
$6.14M 0.59%
93,787
+408
41
$6.02M 0.58%
193,908
+30,567
42
$6.01M 0.58%
115,080
+3,100
43
$5.98M 0.57%
64,789
+762
44
$5.91M 0.57%
37,099
-992
45
$5.83M 0.56%
79,887
-13,506
46
$5.72M 0.55%
41,755
+6,605
47
$5.58M 0.53%
146,430
-22,590
48
$5.43M 0.52%
124,968
-1,092
49
$5.39M 0.52%
36,074
-235
50
$5.35M 0.51%
99,389
+577
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2
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