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
576
$21K ﹤0.01%
104
577
$21K ﹤0.01%
1,200
578
$21K ﹤0.01%
555
579
$21K ﹤0.01%
767
580
$21K ﹤0.01%
300
581
$21K ﹤0.01%
673
-48
582
$21K ﹤0.01%
1,010
583
$20K ﹤0.01%
766
584
$20K ﹤0.01%
1,520
-4,000
585
$20K ﹤0.01%
375
586
$20K ﹤0.01%
20
587
$20K ﹤0.01%
245
588
$20K ﹤0.01%
634
589
$19K ﹤0.01%
3,437
590
$19K ﹤0.01%
+630
591
$19K ﹤0.01%
125
592
$18K ﹤0.01%
105
593
$18K ﹤0.01%
217
594
$18K ﹤0.01%
+362
595
$18K ﹤0.01%
400
596
$18K ﹤0.01%
2,400
-3,600
597
$18K ﹤0.01%
1,170
+240
598
$18K ﹤0.01%
+370
599
$18K ﹤0.01%
226
600
$18K ﹤0.01%
+532
22 23
24
25 26