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
$1.15B
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$2.6M
3
+$1.88M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.5M
5
STZ icon
Constellation Brands
STZ
+$1.47M

Top Sells

1
+$5.39M
2
+$3.06M
3
+$2.93M
4
TWX
Time Warner Inc
TWX
+$2.62M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$1.63M

Sector Composition

1 Technology 11.23%
2 Healthcare 10.4%
3 Financials 9.79%
4 Consumer Discretionary 7.36%
5 Industrials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$45K ﹤0.01%
1,952
477
$45K ﹤0.01%
400
478
$45K ﹤0.01%
500
-111
479
$43K ﹤0.01%
1,609
480
$43K ﹤0.01%
639
481
$43K ﹤0.01%
1,302
-194
482
$42K ﹤0.01%
790
483
$42K ﹤0.01%
2,000
484
$41K ﹤0.01%
140
-59
485
$41K ﹤0.01%
1,250
486
$41K ﹤0.01%
4,016
487
$40K ﹤0.01%
384
488
$39K ﹤0.01%
+1,665
489
$39K ﹤0.01%
+1,230
490
$39K ﹤0.01%
2,085
491
$39K ﹤0.01%
400
492
$39K ﹤0.01%
672
+17
493
$38K ﹤0.01%
600
-114
494
$37K ﹤0.01%
7,718
495
$37K ﹤0.01%
200
496
$37K ﹤0.01%
850
497
$37K ﹤0.01%
375
498
$36K ﹤0.01%
312
499
$36K ﹤0.01%
+636
500
$36K ﹤0.01%
298
18 19
20
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