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
726
$3K ﹤0.01%
8
-55
727
$3K ﹤0.01%
+267
728
$3K ﹤0.01%
77
-75
729
$3K ﹤0.01%
58
730
$3K ﹤0.01%
48
731
$3K ﹤0.01%
400
732
$2K ﹤0.01%
280
733
$2K ﹤0.01%
100
734
$2K ﹤0.01%
43
735
$2K ﹤0.01%
208
736
$2K ﹤0.01%
200
737
$2K ﹤0.01%
100
738
$2K ﹤0.01%
38
-46
739
$2K ﹤0.01%
+38
740
$2K ﹤0.01%
94
741
$1K ﹤0.01%
11
742
$1K ﹤0.01%
60
743
$1K ﹤0.01%
10
744
$1K ﹤0.01%
28
745
$1K ﹤0.01%
6
746
$1K ﹤0.01%
8
747
$1K ﹤0.01%
15
748
$1K ﹤0.01%
+19
749
$1K ﹤0.01%
27
-203
750
$1K ﹤0.01%
25
28 29
30
31 32