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
851
$3K ﹤0.01%
51
852
$3K ﹤0.01%
+64
853
$3K ﹤0.01%
+43
854
$3K ﹤0.01%
1,000
855
$3K ﹤0.01%
116
856
$3K ﹤0.01%
84
-123
857
$3K ﹤0.01%
+58
858
$3K ﹤0.01%
+55
859
$3K ﹤0.01%
125
860
$3K ﹤0.01%
160
861
$3K ﹤0.01%
+57
862
$3K ﹤0.01%
100
863
$3K ﹤0.01%
100
864
$3K ﹤0.01%
+211
865
$3K ﹤0.01%
200
866
$3K ﹤0.01%
717
-41
867
$3K ﹤0.01%
150
868
$3K ﹤0.01%
+104
869
$3K ﹤0.01%
+44
870
$3K ﹤0.01%
+50
871
$3K ﹤0.01%
150
872
$3K ﹤0.01%
100
873
$3K ﹤0.01%
16
874
$3K ﹤0.01%
50
875
$3K ﹤0.01%
42
-158
33 34
35
36 37