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
501
$34K ﹤0.01%
+900
502
$34K ﹤0.01%
1,400
-400
503
$34K ﹤0.01%
2,000
504
$33K ﹤0.01%
500
505
$33K ﹤0.01%
313
+67
506
$32K ﹤0.01%
+1,000
507
$32K ﹤0.01%
850
508
$32K ﹤0.01%
200
509
$31K ﹤0.01%
1,333
510
$31K ﹤0.01%
600
511
$30K ﹤0.01%
500
512
$30K ﹤0.01%
739
-4,200
513
$30K ﹤0.01%
1,872
+75
514
$30K ﹤0.01%
900
-200
515
$29K ﹤0.01%
1,100
516
$29K ﹤0.01%
300
517
$28K ﹤0.01%
310
518
$28K ﹤0.01%
125
519
$28K ﹤0.01%
525
520
$28K ﹤0.01%
3,948
-3,801
521
$28K ﹤0.01%
375
522
$28K ﹤0.01%
230
523
$28K ﹤0.01%
598
524
$27K ﹤0.01%
+3,500
525
$27K ﹤0.01%
2,400
19 20
21
22 23