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
126
$1.84M 0.21%
33,394
-1,800
127
$1.83M 0.21%
44,629
+620
128
$1.82M 0.21%
16,890
-465
129
$1.81M 0.21%
66,566
-1,621
130
$1.8M 0.21%
42,784
-3,500
131
$1.79M 0.2%
27,938
+10,110
132
$1.77M 0.2%
32,717
+800
133
$1.76M 0.2%
31,597
-5,967
134
$1.76M 0.2%
27,500
-375
135
$1.73M 0.2%
28,523
+1,231
136
$1.72M 0.2%
30,025
+2,540
137
$1.71M 0.2%
15,935
-33,310
138
$1.69M 0.19%
11,461
+490
139
$1.66M 0.19%
22,385
+5,573
140
$1.66M 0.19%
15,453
-590
141
$1.66M 0.19%
47,040
+3,120
142
$1.65M 0.19%
24,772
143
$1.64M 0.19%
11,576
-332
144
$1.63M 0.19%
113,556
-2,420
145
$1.61M 0.18%
58,650
-400
146
$1.6M 0.18%
45,423
+22,117
147
$1.59M 0.18%
27,200
-1,758
148
$1.51M 0.17%
91,320
-3,750
149
$1.49M 0.17%
26,581
-1,923
150
$1.48M 0.17%
18,236
-455
4 5
6
7 8