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
$1.01B
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$3.04M
3
+$2.6M
4
WBA
Walgreens Boots Alliance
WBA
+$2.12M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.87M

Top Sells

1
+$2.98M
2
+$2.9M
3
+$1.89M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.1M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.03M

Sector Composition

1 Healthcare 11.27%
2 Technology 11.21%
3 Financials 7.69%
4 Consumer Staples 6.57%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.37M 0.33%
27,698
+1,413
77
$3.36M 0.33%
79,180
+5,620
78
$3.31M 0.33%
56,951
-3,525
79
$3.26M 0.32%
61,194
+239
80
$3.25M 0.32%
89,512
-2,850
81
$3.16M 0.31%
46,486
+963
82
$3.12M 0.31%
78,587
+14,039
83
$3.11M 0.31%
157,400
-34,175
84
$3.1M 0.31%
60,431
-3,986
85
$3.05M 0.3%
74,220
+10,245
86
$3.04M 0.3%
+72,580
87
$3M 0.3%
32,945
-6,333
88
$3M 0.3%
24,896
-156
89
$2.99M 0.3%
57,686
+3,278
90
$2.99M 0.3%
30,579
-151
91
$2.98M 0.3%
50,621
-4,824
92
$2.83M 0.28%
18,544
+1,475
93
$2.83M 0.28%
27,538
-650
94
$2.77M 0.28%
208,544
95
$2.72M 0.27%
51,847
-1,849
96
$2.7M 0.27%
99,616
-1,550
97
$2.67M 0.27%
51,429
-613
98
$2.65M 0.26%
110,430
+4,494
99
$2.63M 0.26%
25,638
+46
100
$2.62M 0.26%
10,008
-197
2 3
4
5 6