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
$1.24B
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$3.2M
3
+$3.16M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.86M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.36M

Top Sells

1
+$1.66M
2
+$1.32M
3
+$1.15M
4
WFC icon
Wells Fargo
WFC
+$745K
5
TROW icon
T. Rowe Price
TROW
+$657K

Sector Composition

1 Technology 11.45%
2 Healthcare 10.29%
3 Financials 9.66%
4 Consumer Discretionary 6.79%
5 Communication Services 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$3K ﹤0.01%
86
802
$3K ﹤0.01%
67
803
$3K ﹤0.01%
400
804
$2K ﹤0.01%
73
-49
805
$2K ﹤0.01%
110
806
$2K ﹤0.01%
200
807
$2K ﹤0.01%
156
808
$2K ﹤0.01%
25
+7
809
$2K ﹤0.01%
14
810
$2K ﹤0.01%
220
811
$2K ﹤0.01%
381
812
$2K ﹤0.01%
515
813
$2K ﹤0.01%
100
814
$1K ﹤0.01%
100
815
$1K ﹤0.01%
+20
816
$1K ﹤0.01%
+50
817
$1K ﹤0.01%
50
818
$1K ﹤0.01%
+278
819
$1K ﹤0.01%
+20
820
$1K ﹤0.01%
208
821
$1K ﹤0.01%
+70
822
– –
-334
823
– –
-39
824
– –
-41
825
– –
-32,975
31 32
33
34 35