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
651
$12K ﹤0.01%
200
652
$12K ﹤0.01%
106
653
$12K ﹤0.01%
+900
654
$11K ﹤0.01%
83
655
$11K ﹤0.01%
+344
656
$11K ﹤0.01%
420
657
$11K ﹤0.01%
195
658
$11K ﹤0.01%
160
659
$11K ﹤0.01%
+180
660
$11K ﹤0.01%
156
661
$11K ﹤0.01%
500
662
$11K ﹤0.01%
798
+280
663
$11K ﹤0.01%
400
664
$11K ﹤0.01%
325
665
$10K ﹤0.01%
500
666
$10K ﹤0.01%
1,682
667
$10K ﹤0.01%
79
668
$10K ﹤0.01%
129
669
$10K ﹤0.01%
140
670
$10K ﹤0.01%
100
-39
671
$10K ﹤0.01%
284
-60
672
$10K ﹤0.01%
566
-81
673
$10K ﹤0.01%
100
674
$10K ﹤0.01%
184
675
$10K ﹤0.01%
184
+71
25 26
27
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