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
901
$2K ﹤0.01%
126
902
$2K ﹤0.01%
+60
903
$2K ﹤0.01%
130
904
$2K ﹤0.01%
+49
905
$2K ﹤0.01%
+66
906
$2K ﹤0.01%
+20
907
$2K ﹤0.01%
+78
908
$2K ﹤0.01%
+18
909
$2K ﹤0.01%
+38
910
$2K ﹤0.01%
+27
911
$2K ﹤0.01%
100
912
$2K ﹤0.01%
250
-200
913
$2K ﹤0.01%
+30
914
$2K ﹤0.01%
100
915
$2K ﹤0.01%
+47
916
$2K ﹤0.01%
+21
917
$2K ﹤0.01%
250
918
$2K ﹤0.01%
+102
919
$2K ﹤0.01%
100
920
$2K ﹤0.01%
+17
921
$2K ﹤0.01%
70
922
$2K ﹤0.01%
248
923
$1K ﹤0.01%
+24
924
$1K ﹤0.01%
26
925
$1K ﹤0.01%
+10
35 36
37
38 39