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
$1.04B
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
824
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.3M
3
+$2.27M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.48M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.31M

Top Sells

1
+$3.11M
2
+$2.95M
3
+$2.2M
4
SLB icon
SLB Ltd
SLB
+$1.8M
5
MCD icon
McDonald's
MCD
+$1.67M

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
726
$4K ﹤0.01%
100
-10
727
$4K ﹤0.01%
130
728
$4K ﹤0.01%
135
-340
729
$4K ﹤0.01%
50
730
$4K ﹤0.01%
175
731
$4K ﹤0.01%
160
732
$4K ﹤0.01%
+134
733
$3K ﹤0.01%
121
734
$3K ﹤0.01%
175
735
$3K ﹤0.01%
150
736
$3K ﹤0.01%
+74
737
$3K ﹤0.01%
58
738
$3K ﹤0.01%
205
-326
739
$3K ﹤0.01%
110
740
$3K ﹤0.01%
50
741
$3K ﹤0.01%
+34
742
$3K ﹤0.01%
10
743
$2K ﹤0.01%
400
744
$2K ﹤0.01%
+67
745
$2K ﹤0.01%
30
-25
746
$2K ﹤0.01%
110
-1,075
747
$2K ﹤0.01%
200
748
$2K ﹤0.01%
130
749
$2K ﹤0.01%
40
-444
750
$2K ﹤0.01%
+50
28 29
30
31 32