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
101
$2.34M 0.27%
20,455
-491
102
$2.31M 0.26%
49,388
-5,562
103
$2.3M 0.26%
90,789
+8,192
104
$2.29M 0.26%
31,115
-14
105
$2.24M 0.26%
26,097
-66
106
$2.24M 0.26%
42,444
+115
107
$2.24M 0.26%
22,668
+3,175
108
$2.19M 0.25%
44,863
-1,127
109
$2.18M 0.25%
104,667
-22,908
110
$2.17M 0.25%
24,979
-8,688
111
$2.15M 0.25%
10,170
-105
112
$2.15M 0.25%
16,371
-599
113
$2.11M 0.24%
23,137
+996
114
$2.1M 0.24%
60,275
-400
115
$2.07M 0.24%
18,275
-885
116
$2.07M 0.24%
70,738
+2,484
117
$1.98M 0.23%
27,650
-348
118
$1.96M 0.22%
22,163
+221
119
$1.95M 0.22%
14,335
+396
120
$1.95M 0.22%
35,933
-1,702
121
$1.92M 0.22%
208,544
122
$1.92M 0.22%
143,442
+17,599
123
$1.88M 0.21%
41,451
-410
124
$1.87M 0.21%
22,896
-1,399
125
$1.85M 0.21%
18,162
-375