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
551
$25K ﹤0.01%
20
552
$25K ﹤0.01%
1,202
553
$24K ﹤0.01%
2,206
554
$24K ﹤0.01%
256
-297
555
$24K ﹤0.01%
+275
556
$24K ﹤0.01%
400
557
$24K ﹤0.01%
+356
558
$24K ﹤0.01%
900
-315
559
$24K ﹤0.01%
590
560
$23K ﹤0.01%
+400
561
$23K ﹤0.01%
1,669
-423
562
$23K ﹤0.01%
500
563
$23K ﹤0.01%
400
564
$23K ﹤0.01%
461
+360
565
$23K ﹤0.01%
172
-131
566
$22K ﹤0.01%
582
567
$22K ﹤0.01%
250
+100
568
$22K ﹤0.01%
483
-300
569
$22K ﹤0.01%
390
570
$22K ﹤0.01%
356
571
$22K ﹤0.01%
372
-134
572
$22K ﹤0.01%
+1,000
573
$22K ﹤0.01%
182
574
$22K ﹤0.01%
100
575
$22K ﹤0.01%
+750
21 22
23
24 25