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
$1.15B
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$2.6M
3
+$1.88M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.5M
5
STZ icon
Constellation Brands
STZ
+$1.47M

Top Sells

1
+$5.39M
2
+$3.06M
3
+$2.93M
4
TWX
Time Warner Inc
TWX
+$2.62M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$1.63M

Sector Composition

1 Technology 11.23%
2 Healthcare 10.4%
3 Financials 9.79%
4 Consumer Discretionary 7.36%
5 Industrials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$30K ﹤0.01%
228
527
$30K ﹤0.01%
225
528
$29K ﹤0.01%
1,200
-648
529
$29K ﹤0.01%
390
530
$29K ﹤0.01%
400
531
$29K ﹤0.01%
1,160
-200
532
$28K ﹤0.01%
8,755
533
$28K ﹤0.01%
459
+10
534
$28K ﹤0.01%
245
535
$28K ﹤0.01%
900
536
$28K ﹤0.01%
1,000
537
$27K ﹤0.01%
830
538
$27K ﹤0.01%
345
+129
539
$27K ﹤0.01%
656
540
$27K ﹤0.01%
246
541
$27K ﹤0.01%
2,173
542
$27K ﹤0.01%
1,000
543
$27K ﹤0.01%
200
544
$27K ﹤0.01%
1,200
545
$27K ﹤0.01%
710
546
$26K ﹤0.01%
356
547
$26K ﹤0.01%
4,465
548
$26K ﹤0.01%
300
-2,274
549
$25K ﹤0.01%
1,200
550
$25K ﹤0.01%
372
20 21
22
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