SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$4.64M
2
+$3.3M
3
+$2.27M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.48M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.31M

Top Sells

1
+$3.11M
2
+$2.95M
3
+$2.2M
4
SLB icon
SLB Ltd
SLB
+$1.8M
5
MCD icon
McDonald's
MCD
+$1.67M

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
651
$11K ﹤0.01%
222
652
$11K ﹤0.01%
195
653
$11K ﹤0.01%
800
-500
654
$11K ﹤0.01%
250
655
$11K ﹤0.01%
120
656
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657
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100
658
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75
659
$11K ﹤0.01%
+221
660
$11K ﹤0.01%
1,000
661
$11K ﹤0.01%
1,010
662
$10K ﹤0.01%
200
663
$10K ﹤0.01%
+900
664
$10K ﹤0.01%
172
665
$10K ﹤0.01%
132
666
$10K ﹤0.01%
900
667
$10K ﹤0.01%
150
668
$10K ﹤0.01%
532
669
$10K ﹤0.01%
500
670
$9K ﹤0.01%
83
671
$9K ﹤0.01%
204
672
$9K ﹤0.01%
260
673
$9K ﹤0.01%
242
674
$9K ﹤0.01%
200
675
$9K ﹤0.01%
+150
25 26
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