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
701
$9K ﹤0.01%
168
702
$9K ﹤0.01%
201
-113
703
$9K ﹤0.01%
100
-26
704
$9K ﹤0.01%
100
-1,535
705
$9K ﹤0.01%
+200
706
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707
$8K ﹤0.01%
99
+58
708
$8K ﹤0.01%
180
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709
$8K ﹤0.01%
100
710
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150
711
$8K ﹤0.01%
132
712
$8K ﹤0.01%
106
713
$8K ﹤0.01%
150
714
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160
715
$7K ﹤0.01%
170
-222
716
$7K ﹤0.01%
100
717
$7K ﹤0.01%
138
718
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283
719
$7K ﹤0.01%
129
720
$7K ﹤0.01%
+159
721
$7K ﹤0.01%
110
722
$7K ﹤0.01%
158
723
$7K ﹤0.01%
570
724
$7K ﹤0.01%
250
-346
725
$7K ﹤0.01%
285
-286
27 28
29
30 31