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
476
$40K ﹤0.01%
1,333
477
$40K ﹤0.01%
542
478
$39K ﹤0.01%
7,718
479
$39K ﹤0.01%
100
480
$39K ﹤0.01%
1,000
-500
481
$39K ﹤0.01%
2,600
482
$39K ﹤0.01%
450
-35
483
$38K ﹤0.01%
714
-30
484
$38K ﹤0.01%
850
485
$38K ﹤0.01%
1,000
486
$37K ﹤0.01%
251
-50
487
$37K ﹤0.01%
300
+205
488
$37K ﹤0.01%
769
+261
489
$37K ﹤0.01%
680
490
$37K ﹤0.01%
500
491
$37K ﹤0.01%
1,609
492
$37K ﹤0.01%
300
-24
493
$37K ﹤0.01%
200
494
$36K ﹤0.01%
328
495
$36K ﹤0.01%
2,850
-1,420
496
$36K ﹤0.01%
6,000
497
$35K ﹤0.01%
238
498
$35K ﹤0.01%
731
-77
499
$35K ﹤0.01%
151
500
$35K ﹤0.01%
260
18 19
20
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