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
476
$39K ﹤0.01%
2,296
477
$39K ﹤0.01%
375
478
$39K ﹤0.01%
2,750
479
$38K ﹤0.01%
1,818
480
$38K ﹤0.01%
1,343
-162
481
$38K ﹤0.01%
1,655
482
$38K ﹤0.01%
6,524
483
$38K ﹤0.01%
500
484
$38K ﹤0.01%
639
485
$38K ﹤0.01%
200
-50
486
$37K ﹤0.01%
238
487
$37K ﹤0.01%
9,339
488
$37K ﹤0.01%
1,280
-400
489
$36K ﹤0.01%
4,725
490
$36K ﹤0.01%
636
491
$36K ﹤0.01%
431
-646
492
$36K ﹤0.01%
2,035
493
$35K ﹤0.01%
731
494
$35K ﹤0.01%
3,000
495
$35K ﹤0.01%
572
+436
496
$35K ﹤0.01%
298
497
$34K ﹤0.01%
7,718
498
$34K ﹤0.01%
+600
499
$34K ﹤0.01%
240
-272
500
$34K ﹤0.01%
1,171
+611
18 19
20
21 22