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
51
$4.8M 0.48%
62,478
-7,225
52
$4.71M 0.47%
41,976
-2,366
53
$4.66M 0.46%
35,366
-810
54
$4.54M 0.45%
32,002
-2,530
55
$4.47M 0.44%
81,868
+5,294
56
$4.41M 0.44%
53,653
+2,930
57
$4.41M 0.44%
50,133
-2,453
58
$4.35M 0.43%
106,651
+8,781
59
$4.05M 0.4%
50,395
+178
60
$4.01M 0.4%
54,945
-2,840
61
$3.98M 0.4%
44,935
-214
62
$3.95M 0.39%
30,027
-934
63
$3.94M 0.39%
31,973
-416
64
$3.93M 0.39%
121,163
-1,628
65
$3.84M 0.38%
185,069
+149,830
66
$3.83M 0.38%
123,362
-1,836
67
$3.77M 0.37%
109,092
-1,080
68
$3.75M 0.37%
153,493
-16,200
69
$3.63M 0.36%
114,915
+1,962
70
$3.63M 0.36%
95,423
-1,264
71
$3.58M 0.36%
31,580
+1,021
72
$3.56M 0.35%
21,380
+413
73
$3.56M 0.35%
31,521
-97
74
$3.55M 0.35%
50,724
+315
75
$3.4M 0.34%
106,116
+308
1 2
3
4 5