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
$1.15B
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$2.6M
3
+$1.88M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.5M
5
STZ icon
Constellation Brands
STZ
+$1.47M

Top Sells

1
+$5.39M
2
+$3.06M
3
+$2.93M
4
TWX
Time Warner Inc
TWX
+$2.62M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$1.63M

Sector Composition

1 Technology 11.23%
2 Healthcare 10.4%
3 Financials 9.79%
4 Consumer Discretionary 7.36%
5 Industrials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.6M 0.49%
37,147
-33
52
$5.6M 0.49%
60,161
+3,370
53
$5.53M 0.48%
32,737
-849
54
$5.52M 0.48%
99,052
-544
55
$5.45M 0.47%
81,340
+2,640
56
$5.38M 0.47%
34,873
+1,019
57
$5.09M 0.44%
90,536
-4,428
58
$5.04M 0.44%
207,860
+53,970
59
$5M 0.43%
119,744
+9,244
60
$4.84M 0.42%
44,301
-1,795
61
$4.55M 0.4%
102,204
-3,200
62
$4.5M 0.39%
80,188
-8,967
63
$4.49M 0.39%
31,130
+468
64
$4.47M 0.39%
23,117
+1,634
65
$4.46M 0.39%
27,294
+2,452
66
$4.43M 0.38%
31,028
+4,356
67
$4.42M 0.38%
65,324
-4,087
68
$4.41M 0.38%
54,173
-34
69
$4.35M 0.38%
91,344
+4,854
70
$4.35M 0.38%
32,821
+2,298
71
$4.33M 0.38%
31,729
+2,483
72
$4.3M 0.37%
124,883
-1,899
73
$4.22M 0.37%
86,886
-3,460
74
$4.17M 0.36%
60,434
-1,576
75
$4.16M 0.36%
71,739
-5,011
1 2
3
4 5