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
601
$17K ﹤0.01%
225
602
$17K ﹤0.01%
375
603
$16K ﹤0.01%
250
604
$16K ﹤0.01%
300
-260
605
$16K ﹤0.01%
216
606
$16K ﹤0.01%
+100
607
$16K ﹤0.01%
276
608
$16K ﹤0.01%
+1,000
609
$16K ﹤0.01%
250
610
$16K ﹤0.01%
236
611
$16K ﹤0.01%
2,175
612
$15K ﹤0.01%
95
613
$15K ﹤0.01%
+153
614
$15K ﹤0.01%
148
+62
615
$15K ﹤0.01%
155
616
$15K ﹤0.01%
+880
617
$15K ﹤0.01%
1,000
618
$15K ﹤0.01%
135
619
$15K ﹤0.01%
300
620
$14K ﹤0.01%
200
621
$14K ﹤0.01%
120
622
$14K ﹤0.01%
48
623
$14K ﹤0.01%
420
624
$14K ﹤0.01%
1,000
625
$14K ﹤0.01%
275
23 24
25
26 27