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
551
$22K ﹤0.01%
221
+4
552
$22K ﹤0.01%
1,462
-3,600
553
$22K ﹤0.01%
261
554
$22K ﹤0.01%
378
-160
555
$22K ﹤0.01%
425
-177
556
$22K ﹤0.01%
900
557
$21K ﹤0.01%
+2,000
558
$21K ﹤0.01%
285
559
$21K ﹤0.01%
+500
560
$21K ﹤0.01%
1,100
561
$21K ﹤0.01%
200
562
$21K ﹤0.01%
200
563
$21K ﹤0.01%
2,425
564
$20K ﹤0.01%
2,206
565
$20K ﹤0.01%
830
566
$20K ﹤0.01%
517
-6
567
$20K ﹤0.01%
300
-1,294
568
$20K ﹤0.01%
400
569
$20K ﹤0.01%
+618
570
$20K ﹤0.01%
200
571
$20K ﹤0.01%
122
572
$20K ﹤0.01%
600
573
$20K ﹤0.01%
200
574
$20K ﹤0.01%
590
575
$19K ﹤0.01%
+950
21 22
23
24 25