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
651
$11K ﹤0.01%
172
652
$11K ﹤0.01%
260
653
$11K ﹤0.01%
250
654
$11K ﹤0.01%
168
655
$11K ﹤0.01%
300
-203
656
$10K ﹤0.01%
350
657
$10K ﹤0.01%
200
658
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659
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132
660
$10K ﹤0.01%
373
661
$10K ﹤0.01%
150
662
$10K ﹤0.01%
150
663
$10K ﹤0.01%
250
664
$9K ﹤0.01%
130
665
$9K ﹤0.01%
86
666
$9K ﹤0.01%
100
667
$9K ﹤0.01%
+252
668
$9K ﹤0.01%
30
669
$9K ﹤0.01%
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670
$9K ﹤0.01%
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671
$9K ﹤0.01%
400
-400
672
$9K ﹤0.01%
120
673
$9K ﹤0.01%
59
674
$9K ﹤0.01%
850
675
$8K ﹤0.01%
170
25 26
27
28 29