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
626
$14K ﹤0.01%
150
627
$14K ﹤0.01%
100
628
$14K ﹤0.01%
+4,000
629
$14K ﹤0.01%
75
630
$13K ﹤0.01%
400
631
$13K ﹤0.01%
149
+91
632
$13K ﹤0.01%
45
633
$13K ﹤0.01%
810
634
$13K ﹤0.01%
+500
635
$13K ﹤0.01%
+119
636
$13K ﹤0.01%
100
-75
637
$13K ﹤0.01%
1,200
638
$13K ﹤0.01%
+150
639
$13K ﹤0.01%
178
640
$12K ﹤0.01%
222
641
$12K ﹤0.01%
425
642
$12K ﹤0.01%
+242
643
$12K ﹤0.01%
200
644
$12K ﹤0.01%
121
-669
645
$12K ﹤0.01%
440
646
$12K ﹤0.01%
250
647
$11K ﹤0.01%
100
648
$11K ﹤0.01%
129
649
$11K ﹤0.01%
334
650
$11K ﹤0.01%
850
24 25
26
27 28