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
726
$7K ﹤0.01%
321
727
$7K ﹤0.01%
559
728
$7K ﹤0.01%
410
729
$7K ﹤0.01%
49
730
$7K ﹤0.01%
525
731
$7K ﹤0.01%
+500
732
$6K ﹤0.01%
190
-243
733
$6K ﹤0.01%
57
734
$6K ﹤0.01%
100
-175
735
$6K ﹤0.01%
58
736
$6K ﹤0.01%
71
737
$6K ﹤0.01%
100
738
$6K ﹤0.01%
78
739
$6K ﹤0.01%
331
740
$6K ﹤0.01%
214
-400
741
$6K ﹤0.01%
133
-166
742
$6K ﹤0.01%
101
743
$6K ﹤0.01%
230
744
$6K ﹤0.01%
163
745
$5K ﹤0.01%
116
746
$5K ﹤0.01%
88
747
$5K ﹤0.01%
150
748
$5K ﹤0.01%
105
749
$5K ﹤0.01%
290
750
$5K ﹤0.01%
285
28 29
30
31 32