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
$1.04B
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
824
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$3M
3
+$1.98M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.36M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.23M

Top Sells

1
+$3.11M
2
+$2.95M
3
+$2.2M
4
MCD icon
McDonald's
MCD
+$1.67M
5
SLB icon
SLB Ltd
SLB
+$1.31M

Sector Composition

1 Healthcare 11.35%
2 Technology 11.19%
3 Financials 9.15%
4 Consumer Discretionary 6.83%
5 Industrials 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.73M 0.36%
34,331
-360
77
$3.64M 0.35%
78,232
+29,296
78
$3.53M 0.34%
78,164
-3,185
79
$3.47M 0.33%
13,198
-340
80
$3.45M 0.33%
41,025
+2,055
81
$3.36M 0.32%
89,614
-135
82
$3.36M 0.32%
53,870
+515
83
$3.33M 0.32%
53,727
-573
84
$3.24M 0.31%
12,992
+55
85
$3.23M 0.31%
54,904
+20,987
86
$3.17M 0.3%
29,218
-2,019
87
$3.16M 0.3%
44,014
+8,410
88
$3.04M 0.29%
20,197
+595
89
$3M 0.29%
18,643
+549
90
$3M 0.29%
22,850
+78
91
$2.99M 0.29%
31,019
-750
92
$2.99M 0.29%
52,364
-7,820
93
$2.98M 0.29%
51,240
-175
94
$2.98M 0.29%
34,248
-1,968
95
$2.92M 0.28%
45,946
+2,160
96
$2.9M 0.28%
26,466
+2,299
97
$2.87M 0.28%
50,494
-2,369
98
$2.87M 0.28%
43,605
-1,741
99
$2.86M 0.27%
25,123
+349
100
$2.86M 0.27%
62,690
-10,905
2 3
4
5 6