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
751
$5K ﹤0.01%
131
752
$5K ﹤0.01%
200
753
$5K ﹤0.01%
35
754
$5K ﹤0.01%
93
755
$5K ﹤0.01%
57
756
$5K ﹤0.01%
60
-48
757
$5K ﹤0.01%
540
758
$5K ﹤0.01%
295
759
$4K ﹤0.01%
64
760
$4K ﹤0.01%
48
761
$4K ﹤0.01%
40
762
$4K ﹤0.01%
110
763
$4K ﹤0.01%
104
764
$4K ﹤0.01%
+134
765
$4K ﹤0.01%
42
766
$4K ﹤0.01%
36
-20
767
$4K ﹤0.01%
124
-70
768
$4K ﹤0.01%
1,000
769
$4K ﹤0.01%
218
770
$3K ﹤0.01%
70
771
$3K ﹤0.01%
27
772
$3K ﹤0.01%
16
773
$3K ﹤0.01%
175
-75
774
$3K ﹤0.01%
55
775
$3K ﹤0.01%
100
29 30
31
32 33