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
776
$3K ﹤0.01%
50
777
$3K ﹤0.01%
110
778
$3K ﹤0.01%
100
779
$3K ﹤0.01%
102
780
$3K ﹤0.01%
130
-86
781
$3K ﹤0.01%
100
782
$3K ﹤0.01%
43
783
$3K ﹤0.01%
55
784
$3K ﹤0.01%
48
785
$3K ﹤0.01%
160
786
$3K ﹤0.01%
36
787
$3K ﹤0.01%
+114
788
$3K ﹤0.01%
107
789
$3K ﹤0.01%
57
790
$3K ﹤0.01%
29
791
$3K ﹤0.01%
57
792
$3K ﹤0.01%
127
793
$2K ﹤0.01%
85
794
$2K ﹤0.01%
281
795
$2K ﹤0.01%
110
796
$2K ﹤0.01%
200
797
$2K ﹤0.01%
126
798
$2K ﹤0.01%
48
799
$2K ﹤0.01%
23
800
$2K ﹤0.01%
+30
30 31
32
33 34