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
$876M
AUM Growth
+$1.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.44M
3
+$1.04M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$910K
5
AGN
Allergan plc
AGN
+$858K

Top Sells

1
+$3.57M
2
+$2.19M
3
+$1.99M
4
VAR
Varian Medical Systems, Inc.
VAR
+$1.84M
5
MCD icon
McDonald's
MCD
+$1.48M

Sector Composition

1 Healthcare 12.08%
2 Technology 9.89%
3 Consumer Staples 7.17%
4 Industrials 6.98%
5 Financials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.39M 0.5%
106,815
-14,729
52
$4.31M 0.49%
78,156
+3,635
53
$4.28M 0.49%
108,319
+2,469
54
$4.21M 0.48%
53,877
-3,342
55
$4.04M 0.46%
60,293
-8,655
56
$4.02M 0.46%
120,042
-23,862
57
$3.9M 0.44%
45,684
-5,969
58
$3.77M 0.43%
47,595
-1,102
59
$3.65M 0.42%
32,608
+180
60
$3.63M 0.41%
65,977
-8,509
61
$3.57M 0.41%
68,042
-4,033
62
$3.53M 0.4%
76,106
-239
63
$3.53M 0.4%
45,914
-2,465
64
$3.47M 0.4%
72,492
+2,181
65
$3.46M 0.39%
105,246
-7,449
66
$3.42M 0.39%
268,797
-8,106
67
$3.36M 0.38%
65,766
-7,674
68
$3.3M 0.38%
56,349
+3,865
69
$3.29M 0.38%
100,992
-736
70
$3.12M 0.36%
25,494
-1,291
71
$3.07M 0.35%
36,816
-635
72
$3.03M 0.35%
37,081
-226
73
$3.01M 0.34%
111,788
-2,900
74
$3M 0.34%
77,839
-2,284
75
$2.99M 0.34%
71,826
-5,080
1 2
3
4 5