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
$2.1B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$5.41M
3
+$4.38M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.73M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.51M

Top Sells

1
+$2.86M
2
+$1.27M
3
+$1.08M
4
T icon
AT&T
T
+$1.08M
5
PM icon
Philip Morris
PM
+$895K

Sector Composition

1 Technology 16.79%
2 Healthcare 10.36%
3 Financials 9.75%
4 Consumer Discretionary 7.56%
5 Communication Services 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
– –
-200
1252
– –
-1,110
1253
– –
-29
1254
– –
-10
1255
– –
-7
1256
– –
-297
1257
– –
-21
1258
– –
-1,189
1259
– –
-3
1260
– –
-166
1261
– –
-900
1262
– –
-650
1263
– –
-14,555
1264
– –
-175
1265
– –
-400
1266
– –
-14
1267
– –
-130
1268
– –
-82
1269
– –
-14
1270
– –
-50
1271
– –
-175
1272
– –
-541
1273
– –
-27
1274
– –
-470
1275
– –
-28
48 49 50
51
52