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
126
$2.18M 0.22%
68,587
-2,525
127
$2.17M 0.22%
34,127
+1,228
128
$2.17M 0.22%
91,779
-5,755
129
$2.16M 0.21%
34,677
-1,105
130
$2.15M 0.21%
36,775
-1,491
131
$2.13M 0.21%
26,925
+1,166
132
$2.13M 0.21%
40,965
-1,340
133
$2.12M 0.21%
23,336
-388
134
$2.1M 0.21%
30,253
-1,999
135
$2.1M 0.21%
12,787
+1,134
136
$2.1M 0.21%
109,612
+5,174
137
$2.05M 0.2%
24,872
+1,845
138
$2.01M 0.2%
24,902
-225
139
$2M 0.2%
42,656
-132
140
$1.98M 0.2%
18,186
-465
141
$1.97M 0.2%
110,512
-824
142
$1.93M 0.19%
18,256
-489
143
$1.84M 0.18%
11,961
-135
144
$1.82M 0.18%
15,021
-160
145
$1.82M 0.18%
65,818
-450
146
$1.8M 0.18%
22,094
-381
147
$1.74M 0.17%
31,523
+3,226
148
$1.72M 0.17%
20,571
-5,670
149
$1.68M 0.17%
56,522
-11,338
150
$1.66M 0.17%
32,356
-194
4 5
6
7 8