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
601
$18K ﹤0.01%
550
602
$18K ﹤0.01%
300
-330
603
$17K ﹤0.01%
+1,200
604
$17K ﹤0.01%
+575
605
$17K ﹤0.01%
250
+100
606
$17K ﹤0.01%
970
-1,064
607
$17K ﹤0.01%
285
-55
608
$17K ﹤0.01%
490
-278
609
$17K ﹤0.01%
418
610
$17K ﹤0.01%
200
-100
611
$17K ﹤0.01%
303
612
$16K ﹤0.01%
+231
613
$16K ﹤0.01%
713
614
$16K ﹤0.01%
932
615
$16K ﹤0.01%
325
616
$16K ﹤0.01%
75
617
$16K ﹤0.01%
151
618
$16K ﹤0.01%
+600
619
$15K ﹤0.01%
176
620
$15K ﹤0.01%
72
621
$15K ﹤0.01%
200
622
$15K ﹤0.01%
125
623
$15K ﹤0.01%
300
624
$15K ﹤0.01%
+54
625
$15K ﹤0.01%
600
+200
23 24
25
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