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
$876M
AUM Growth
+$1.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$1.44M
3 +$1.04M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$910K
5
AGN
Allergan plc
AGN
+$858K

Top Sells

1 +$3.57M
2 +$2.19M
3 +$1.99M
4
VAR
Varian Medical Systems, Inc.
VAR
+$1.84M
5
MCD icon
McDonald's
MCD
+$1.48M

Sector Composition

1 Healthcare 12.08%
2 Technology 9.89%
3 Consumer Staples 7.17%
4 Industrials 6.98%
5 Financials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
-1,850
902
-166
903
-1,200
904
-721
905
-375
906
-500
907
-150
908
-1,065
909
-140
910
-145
911
-445
912
-114
913
-150
914
-250
915
-500
916
-200
917
-1,500
918
-300
919
-123
920
-218
921
-300
922
-407
923
-297
924
-591
925
-110