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
701
$7K ﹤0.01%
101
702
$7K ﹤0.01%
1,081
703
$7K ﹤0.01%
600
-654
704
$7K ﹤0.01%
150
705
$6K ﹤0.01%
200
706
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707
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+50
708
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200
709
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410
710
$6K ﹤0.01%
+1,000
711
$6K ﹤0.01%
55
712
$6K ﹤0.01%
58
713
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59
714
$6K ﹤0.01%
440
715
$5K ﹤0.01%
73
-100
716
$5K ﹤0.01%
130
717
$5K ﹤0.01%
300
718
$5K ﹤0.01%
103
719
$5K ﹤0.01%
45
720
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172
721
$5K ﹤0.01%
126
-200
722
$5K ﹤0.01%
324
723
$5K ﹤0.01%
225
-223
724
$5K ﹤0.01%
14
725
$5K ﹤0.01%
150
27 28
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30 31