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

Top Buys

1
+$4.3M
2
+$3M
3
+$1.98M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.36M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.23M

Top Sells

1
+$3.11M
2
+$2.95M
3
+$2.2M
4
MCD icon
McDonald's
MCD
+$1.67M
5
SLB icon
SLB Ltd
SLB
+$1.31M

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
751
$2K ﹤0.01%
86
752
$2K ﹤0.01%
38
753
$2K ﹤0.01%
48
754
$2K ﹤0.01%
400
755
$2K ﹤0.01%
+67
756
$1K ﹤0.01%
33
757
$1K ﹤0.01%
280
758
$1K ﹤0.01%
60
759
$1K ﹤0.01%
28
760
$1K ﹤0.01%
+53
761
$1K ﹤0.01%
8
762
$1K ﹤0.01%
208
763
$1K ﹤0.01%
100
764
$1K ﹤0.01%
7,650
-52,695
765
$1K ﹤0.01%
381
766
– –
-1,518
767
– –
-400
768
– –
-3,822
769
– –
-3,000
770
– –
-582
771
– –
-449
772
– –
-417
773
– –
-11
774
– –
-350
775
– –
-3,437
29 30
31
32 33