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
$883M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$5.6M
3
+$4.88M
4
COKE icon
Coca-Cola Consolidated
COKE
+$4.77M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.58M

Top Sells

1
+$1.87M
2
+$1.81M
3
+$1.53M
4
WY icon
Weyerhaeuser
WY
+$872K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$806K

Sector Composition

1 Healthcare 12.19%
2 Technology 10.67%
3 Energy 7.66%
4 Industrials 7.48%
5 Financials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$5K ﹤0.01%
514
802
$5K ﹤0.01%
298
+103
803
$5K ﹤0.01%
+215
804
$5K ﹤0.01%
+250
805
$5K ﹤0.01%
92
806
$5K ﹤0.01%
+42
807
$5K ﹤0.01%
+169
808
$5K ﹤0.01%
200
809
$5K ﹤0.01%
+200
810
$5K ﹤0.01%
155
811
$5K ﹤0.01%
+250
812
$5K ﹤0.01%
230
813
$5K ﹤0.01%
+44
814
$5K ﹤0.01%
425
-2,500
815
$5K ﹤0.01%
60
816
$5K ﹤0.01%
22
817
$5K ﹤0.01%
+193
818
$5K ﹤0.01%
+57
819
$4K ﹤0.01%
676
-12
820
$4K ﹤0.01%
+96
821
$4K ﹤0.01%
+445
822
$4K ﹤0.01%
18
823
$4K ﹤0.01%
160
824
$4K ﹤0.01%
+60
825
$4K ﹤0.01%
106
31 32
33
34 35