SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$883M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$5.6M
3
+$4.88M
4
COKE icon
Coca-Cola Consolidated
COKE
+$4.77M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.58M

Top Sells

1
+$1.87M
2
+$1.81M
3
+$1.53M
4
WY icon
Weyerhaeuser
WY
+$872K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$806K

Sector Composition

1 Healthcare 12.19%
2 Technology 10.67%
3 Energy 7.66%
4 Industrials 7.48%
5 Financials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$8K ﹤0.01%
420
727
$8K ﹤0.01%
200
728
$8K ﹤0.01%
+49
729
$8K ﹤0.01%
120
730
$8K ﹤0.01%
400
731
$8K ﹤0.01%
150
732
$8K ﹤0.01%
+1,200
733
$8K ﹤0.01%
+211
734
$8K ﹤0.01%
+650
735
$8K ﹤0.01%
+185
736
$8K ﹤0.01%
+35
737
$8K ﹤0.01%
325
738
$8K ﹤0.01%
450
739
$7K ﹤0.01%
120
740
$7K ﹤0.01%
108
741
$7K ﹤0.01%
423
742
$7K ﹤0.01%
200
743
$7K ﹤0.01%
300
744
$7K ﹤0.01%
+110
745
$7K ﹤0.01%
+138
746
$7K ﹤0.01%
100
747
$7K ﹤0.01%
100
748
$7K ﹤0.01%
760
749
$7K ﹤0.01%
373
750
$7K ﹤0.01%
507
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30
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