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
$883M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$5.6M
3
+$4.88M
4
COKE icon
Coca-Cola Consolidated
COKE
+$4.77M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.58M

Top Sells

1
+$1.87M
2
+$1.81M
3
+$1.53M
4
WY icon
Weyerhaeuser
WY
+$872K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$806K

Sector Composition

1 Healthcare 12.19%
2 Technology 10.67%
3 Energy 7.66%
4 Industrials 7.48%
5 Financials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$11K ﹤0.01%
+200
677
$11K ﹤0.01%
100
678
$11K ﹤0.01%
192
+92
679
$11K ﹤0.01%
+750
680
$11K ﹤0.01%
691
681
$11K ﹤0.01%
350
682
$11K ﹤0.01%
+1,300
683
$11K ﹤0.01%
782
684
$11K ﹤0.01%
344
+44
685
$11K ﹤0.01%
+277
686
$11K ﹤0.01%
1,300
687
$10K ﹤0.01%
+132
688
$10K ﹤0.01%
+591
689
$10K ﹤0.01%
360
690
$10K ﹤0.01%
220
691
$10K ﹤0.01%
+270
692
$10K ﹤0.01%
+65
693
$10K ﹤0.01%
+875
694
$10K ﹤0.01%
160
695
$10K ﹤0.01%
268
696
$10K ﹤0.01%
250
697
$10K ﹤0.01%
932
698
$10K ﹤0.01%
520
699
$10K ﹤0.01%
125
700
$10K ﹤0.01%
+102
26 27
28
29 30