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
801
$2K ﹤0.01%
18
802
$2K ﹤0.01%
19
-19
803
$2K ﹤0.01%
+101
804
$1K ﹤0.01%
34
-22
805
$1K ﹤0.01%
10
-298
806
$1K ﹤0.01%
214
-1
807
$1K ﹤0.01%
28
808
$1K ﹤0.01%
128
809
$1K ﹤0.01%
+28
810
$1K ﹤0.01%
15
811
$1K ﹤0.01%
69
812
$1K ﹤0.01%
30
813
– –
-337
814
– –
-1,500
815
– –
-43
816
– –
-37
817
– –
-1,000
818
– –
-4
819
– –
-2,303
820
– –
-81
821
– –
-7
822
– –
-114
823
– –
-24
824
– –
-58
825
– –
-200
31 32
33
34 35