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
76
$2.99M 0.34%
64,202
-2,678
77
$2.98M 0.34%
207,200
78
$2.97M 0.34%
25,990
+6,630
79
$2.88M 0.33%
19,926
+649
80
$2.88M 0.33%
39,940
-25,558
81
$2.87M 0.33%
61,822
-1,499
82
$2.86M 0.33%
38,424
-1,946
83
$2.67M 0.31%
38,894
+8,111
84
$2.58M 0.29%
70,313
-194
85
$2.54M 0.29%
55,881
-873
86
$2.53M 0.29%
22,233
-209
87
$2.49M 0.28%
119,079
-21,290
88
$2.41M 0.28%
66,640
-13,380
89
$2.41M 0.28%
45,199
-11,270
90
$2.41M 0.27%
72,902
-13,630
91
$2.4M 0.27%
52,439
-1,400
92
$2.4M 0.27%
26,092
-643
93
$2.39M 0.27%
55,125
+7,622
94
$2.39M 0.27%
61,888
-80
95
$2.39M 0.27%
29,960
+525
96
$2.39M 0.27%
23,079
-19
97
$2.38M 0.27%
97,986
+5,028
98
$2.38M 0.27%
32,537
-360
99
$2.37M 0.27%
54,404
-12,327
100
$2.35M 0.27%
15,459
-270
2 3
4
5 6