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
526
$30K ﹤0.01%
502
-43
527
$30K ﹤0.01%
231
528
$30K ﹤0.01%
1,927
529
$30K ﹤0.01%
900
530
$29K ﹤0.01%
3,350
531
$29K ﹤0.01%
1,586
532
$29K ﹤0.01%
+537
533
$29K ﹤0.01%
1,000
-1,000
534
$29K ﹤0.01%
+1,200
535
$28K ﹤0.01%
200
536
$28K ﹤0.01%
150
-85
537
$28K ﹤0.01%
2,230
538
$28K ﹤0.01%
255
539
$27K ﹤0.01%
298
540
$27K ﹤0.01%
+941
541
$26K ﹤0.01%
3,200
542
$26K ﹤0.01%
625
543
$26K ﹤0.01%
276
-60
544
$26K ﹤0.01%
8,333
545
$26K ﹤0.01%
+620
546
$26K ﹤0.01%
348
547
$26K ﹤0.01%
1,800
548
$26K ﹤0.01%
1,300
+100
549
$25K ﹤0.01%
600
550
$25K ﹤0.01%
327
-160
20 21
22
23 24