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
$1.04B
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
824
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$3M
3
+$1.98M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.36M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.23M

Top Sells

1
+$3.11M
2
+$2.95M
3
+$2.2M
4
MCD icon
McDonald's
MCD
+$1.67M
5
SLB icon
SLB Ltd
SLB
+$1.31M

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
676
$9K ﹤0.01%
+150
677
$9K ﹤0.01%
+88
678
$9K ﹤0.01%
50
679
$9K ﹤0.01%
110
680
$9K ﹤0.01%
250
-100
681
$9K ﹤0.01%
300
682
$8K ﹤0.01%
400
683
$8K ﹤0.01%
575
684
$8K ﹤0.01%
100
685
$8K ﹤0.01%
245
-200
686
$8K ﹤0.01%
180
687
$8K ﹤0.01%
232
688
$8K ﹤0.01%
120
689
$8K ﹤0.01%
373
690
$8K ﹤0.01%
850
691
$7K ﹤0.01%
111
692
$7K ﹤0.01%
25
-25
693
$7K ﹤0.01%
140
694
$7K ﹤0.01%
132
695
$7K ﹤0.01%
138
696
$7K ﹤0.01%
188
697
$7K ﹤0.01%
283
-1,050
698
$7K ﹤0.01%
401
699
$7K ﹤0.01%
160
700
$7K ﹤0.01%
+258
26 27
28
29 30