SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$934M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
936
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.51M
3
+$2.5M
4
DIS icon
Walt Disney
DIS
+$1.73M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.67M

Top Sells

1
+$3.25M
2
+$2.53M
3
+$2.19M
4
EMC
EMC CORPORATION
EMC
+$1.81M
5
HAIN icon
Hain Celestial
HAIN
+$1.13M

Sector Composition

1 Healthcare 11.55%
2 Technology 11.06%
3 Financials 7.22%
4 Consumer Staples 7.08%
5 Industrials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$25K ﹤0.01%
1,600
527
$25K ﹤0.01%
400
528
$25K ﹤0.01%
800
529
$24K ﹤0.01%
500
530
$24K ﹤0.01%
+792
531
$24K ﹤0.01%
200
532
$24K ﹤0.01%
1,800
533
$23K ﹤0.01%
298
534
$23K ﹤0.01%
590
535
$23K ﹤0.01%
2,206
536
$23K ﹤0.01%
+1,725
537
$23K ﹤0.01%
400
538
$22K ﹤0.01%
250
-663
539
$22K ﹤0.01%
436
-250
540
$22K ﹤0.01%
200
541
$21K ﹤0.01%
2,000
+50
542
$21K ﹤0.01%
300
543
$21K ﹤0.01%
600
544
$21K ﹤0.01%
2,000
+1,000
545
$21K ﹤0.01%
172
-175
546
$20K ﹤0.01%
117
547
$20K ﹤0.01%
512
-262
548
$20K ﹤0.01%
500
549
$20K ﹤0.01%
372
550
$19K ﹤0.01%
311
-190
20 21
22
23 24