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
676
$10K ﹤0.01%
220
677
$10K ﹤0.01%
102
678
$10K ﹤0.01%
373
679
$10K ﹤0.01%
125
680
$10K ﹤0.01%
181
681
$10K ﹤0.01%
440
682
$10K ﹤0.01%
400
683
$10K ﹤0.01%
+400
684
$10K ﹤0.01%
164
-151
685
$10K ﹤0.01%
400
686
$9K ﹤0.01%
108
687
$9K ﹤0.01%
150
688
$9K ﹤0.01%
153
689
$9K ﹤0.01%
130
690
$9K ﹤0.01%
266
691
$9K ﹤0.01%
350
692
$9K ﹤0.01%
+280
693
$9K ﹤0.01%
+330
694
$9K ﹤0.01%
222
695
$9K ﹤0.01%
+255
696
$9K ﹤0.01%
150
-50
697
$9K ﹤0.01%
+198
698
$9K ﹤0.01%
250
699
$9K ﹤0.01%
+182
700
$9K ﹤0.01%
300
26 27
28
29 30