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
576
$19K ﹤0.01%
766
577
$19K ﹤0.01%
1,689
578
$19K ﹤0.01%
713
579
$19K ﹤0.01%
767
580
$19K ﹤0.01%
+1,000
581
$19K ﹤0.01%
1,350
582
$18K ﹤0.01%
600
-775
583
$18K ﹤0.01%
1,200
584
$18K ﹤0.01%
204
585
$18K ﹤0.01%
545
586
$18K ﹤0.01%
1,000
587
$18K ﹤0.01%
325
588
$18K ﹤0.01%
2,769
589
$18K ﹤0.01%
760
-200
590
$18K ﹤0.01%
156
591
$18K ﹤0.01%
300
592
$18K ﹤0.01%
650
-200
593
$18K ﹤0.01%
328
594
$17K ﹤0.01%
374
595
$17K ﹤0.01%
176
596
$17K ﹤0.01%
210
597
$17K ﹤0.01%
500
598
$17K ﹤0.01%
280
599
$17K ﹤0.01%
693
-194
600
$17K ﹤0.01%
1,500
+500
22 23
24
25 26