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
626
$14K ﹤0.01%
250
627
$14K ﹤0.01%
222
628
$14K ﹤0.01%
178
629
$14K ﹤0.01%
200
630
$14K ﹤0.01%
417
+1
631
$14K ﹤0.01%
619
+419
632
$14K ﹤0.01%
+334
633
$14K ﹤0.01%
152
634
$14K ﹤0.01%
133
-20
635
$14K ﹤0.01%
259
636
$14K ﹤0.01%
437
637
$14K ﹤0.01%
275
638
$13K ﹤0.01%
315
639
$13K ﹤0.01%
100
640
$13K ﹤0.01%
216
-1
641
$13K ﹤0.01%
+133
642
$13K ﹤0.01%
264
643
$13K ﹤0.01%
276
644
$13K ﹤0.01%
+2,000
645
$13K ﹤0.01%
800
646
$13K ﹤0.01%
800
647
$12K ﹤0.01%
367
648
$12K ﹤0.01%
+200
649
$12K ﹤0.01%
+430
650
$12K ﹤0.01%
+225
24 25
26
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