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
$1.15B
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$2.6M
3
+$1.88M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.5M
5
STZ icon
Constellation Brands
STZ
+$1.47M

Top Sells

1
+$5.39M
2
+$3.06M
3
+$2.93M
4
TWX
Time Warner Inc
TWX
+$2.62M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$1.63M

Sector Composition

1 Technology 11.23%
2 Healthcare 10.4%
3 Financials 9.79%
4 Consumer Discretionary 7.36%
5 Industrials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$14K ﹤0.01%
420
627
$14K ﹤0.01%
+85
628
$13K ﹤0.01%
66
629
$13K ﹤0.01%
701
630
$13K ﹤0.01%
130
631
$13K ﹤0.01%
700
+400
632
$13K ﹤0.01%
2,214
+134
633
$13K ﹤0.01%
200
634
$13K ﹤0.01%
120
-29
635
$12K ﹤0.01%
400
636
$12K ﹤0.01%
500
637
$12K ﹤0.01%
83
638
$12K ﹤0.01%
200
639
$12K ﹤0.01%
+1,144
640
$12K ﹤0.01%
+502
641
$12K ﹤0.01%
850
642
$12K ﹤0.01%
833
+130
643
$12K ﹤0.01%
242
-157
644
$12K ﹤0.01%
222
645
$12K ﹤0.01%
195
646
$12K ﹤0.01%
100
647
$12K ﹤0.01%
110
648
$12K ﹤0.01%
192
649
$12K ﹤0.01%
206
+120
650
$11K ﹤0.01%
129
24 25
26
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