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
$834M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
861
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$2.72M
3
+$2.65M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.79M
5
DHR icon
Danaher
DHR
+$1.21M

Top Sells

1
+$3.18M
2
+$2.17M
3
+$1.45M
4
BDX icon
Becton Dickinson
BDX
+$1.21M
5
RIG icon
Transocean
RIG
+$1.08M

Sector Composition

1 Healthcare 12.13%
2 Technology 11.65%
3 Energy 9.32%
4 Industrials 7.93%
5 Consumer Staples 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$25K ﹤0.01%
285
+111
502
$25K ﹤0.01%
1,200
503
$24K ﹤0.01%
306
504
$24K ﹤0.01%
3,437
+860
505
$24K ﹤0.01%
600
506
$24K ﹤0.01%
600
507
$23K ﹤0.01%
1,000
508
$23K ﹤0.01%
250
509
$23K ﹤0.01%
594
+262
510
$23K ﹤0.01%
594
-400
511
$23K ﹤0.01%
125
512
$23K ﹤0.01%
750
513
$23K ﹤0.01%
400
514
$23K ﹤0.01%
1,670
515
$22K ﹤0.01%
3,500
516
$22K ﹤0.01%
371
+130
517
$22K ﹤0.01%
374
518
$22K ﹤0.01%
300
519
$22K ﹤0.01%
2,150
+450
520
$22K ﹤0.01%
2,230
521
$22K ﹤0.01%
464
+387
522
$22K ﹤0.01%
1,400
-1,100
523
$21K ﹤0.01%
1,565
524
$21K ﹤0.01%
278
525
$21K ﹤0.01%
400
19 20
21
22 23