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
101
$2.6M 0.26%
46,638
+5,262
102
$2.59M 0.26%
34,830
-3,823
103
$2.57M 0.26%
15,677
+550
104
$2.54M 0.25%
30,361
-2,359
105
$2.52M 0.25%
15,252
-782
106
$2.5M 0.25%
20,330
+159
107
$2.49M 0.25%
25,512
-945
108
$2.49M 0.25%
30,114
-413
109
$2.42M 0.24%
29,147
+25,561
110
$2.42M 0.24%
56,096
-1,705
111
$2.42M 0.24%
10,120
+530
112
$2.4M 0.24%
60,768
-824
113
$2.39M 0.24%
22,232
-1,276
114
$2.38M 0.24%
33,366
-423
115
$2.36M 0.23%
40,624
-885
116
$2.35M 0.23%
55,467
-1,329
117
$2.33M 0.23%
19,472
+1,577
118
$2.33M 0.23%
24,708
119
$2.32M 0.23%
14,926
+1,430
120
$2.3M 0.23%
30,979
+1,936
121
$2.28M 0.23%
26,911
+288
122
$2.28M 0.23%
51,015
+4,629
123
$2.26M 0.23%
45,288
-3,302
124
$2.21M 0.22%
43,895
-995
125
$2.2M 0.22%
26,520
+1,460
3 4
5
6 7