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
501
$35K ﹤0.01%
1,250
502
$35K ﹤0.01%
250
-14
503
$35K ﹤0.01%
1,350
504
$35K ﹤0.01%
1,400
505
$34K ﹤0.01%
8,755
506
$34K ﹤0.01%
1,800
-708
507
$34K ﹤0.01%
1,800
508
$33K ﹤0.01%
492
509
$33K ﹤0.01%
2,500
510
$33K ﹤0.01%
+300
511
$33K ﹤0.01%
291
-500
512
$33K ﹤0.01%
750
513
$32K ﹤0.01%
511
+400
514
$32K ﹤0.01%
15
-25
515
$32K ﹤0.01%
760
516
$31K ﹤0.01%
232
517
$31K ﹤0.01%
2,164
518
$31K ﹤0.01%
4,465
519
$31K ﹤0.01%
2,175
520
$31K ﹤0.01%
1,065
521
$30K ﹤0.01%
377
+205
522
$30K ﹤0.01%
803
523
$30K ﹤0.01%
+2,173
524
$30K ﹤0.01%
523
-38
525
$30K ﹤0.01%
1,300
-4,000
19 20
21
22 23