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
51
$5.22M 0.5%
381,760
-17,643
52
$5.08M 0.49%
141,248
+1,690
53
$4.99M 0.48%
31,554
-39
54
$4.99M 0.48%
98,886
-2,537
55
$4.97M 0.48%
31,738
-906
56
$4.79M 0.46%
53,863
+145
57
$4.68M 0.45%
35,458
+1,517
58
$4.64M 0.45%
48,732
+4,948
59
$4.62M 0.44%
35,478
+1,365
60
$4.6M 0.44%
46,495
-231
61
$4.54M 0.44%
109,728
-5,977
62
$4.43M 0.42%
94,668
-19,389
63
$4.41M 0.42%
57,305
-1,639
64
$4.34M 0.42%
116,224
-4,095
65
$4.2M 0.4%
194,766
+17,089
66
$4.19M 0.4%
29,733
+2,307
67
$4.18M 0.4%
27,281
+1,720
68
$4.17M 0.4%
87,248
-1,860
69
$4.14M 0.4%
18,485
+1,594
70
$4.05M 0.39%
101,384
-280
71
$4.01M 0.38%
12,426
+490
72
$4M 0.38%
89,514
+2,428
73
$3.91M 0.37%
62,001
-710
74
$3.81M 0.37%
89,347
-728
75
$3.75M 0.36%
28,397
-624
1 2
3
4 5