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
101
$2.67M 0.26%
13,699
-171
102
$2.64M 0.25%
85,073
-2,323
103
$2.64M 0.25%
49,928
+2,286
104
$2.61M 0.25%
17,507
+1,092
105
$2.56M 0.25%
48,787
-748
106
$2.54M 0.24%
29,716
+125
107
$2.52M 0.24%
208,544
108
$2.51M 0.24%
63,524
-2,532
109
$2.47M 0.24%
52,245
-8,095
110
$2.42M 0.23%
21,405
-1,575
111
$2.32M 0.22%
26,857
-87
112
$2.32M 0.22%
1,348
-74
113
$2.32M 0.22%
16,902
+3,677
114
$2.26M 0.22%
16,367
-705
115
$2.21M 0.21%
55,291
-2,489
116
$2.21M 0.21%
36,823
+5,140
117
$2.19M 0.21%
72,535
-3,357
118
$2.18M 0.21%
88,428
-1,794
119
$2.1M 0.2%
28,089
-832
120
$2.08M 0.2%
34,886
-2,050
121
$2.07M 0.2%
41,001
-1,620
122
$2.07M 0.2%
22,740
-444
123
$2.05M 0.2%
14,806
-1,432
124
$2.02M 0.19%
25,755
-852
125
$2.01M 0.19%
15,048
-1,469
3 4
5
6 7