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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
1001
– –
-363
1002
– –
-295
1003
– –
-498
1004
– –
-250
1005
– –
-800
1006
– –
-124
1007
– –
-208
1008
– –
-70
1009
– –
-209
1010
– –
-2,184
1011
– –
-9
1012
– –
-1,000
1013
– –
-168
1014
– –
-116
1015
– –
0
1016
– –
-102
1017
– –
-112
1018
– –
-1,500
1019
– –
-70
1020
– –
-138
1021
– –
-170
1022
– –
-400
1023
– –
-88
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