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
126
$1.98M 0.19%
18,243
-2,532
127
$1.98M 0.19%
+149,785
128
$1.97M 0.19%
590,240
+190,320
129
$1.97M 0.19%
21,282
-2,923
130
$1.96M 0.19%
28,130
-1,004
131
$1.95M 0.19%
8,625
+5,259
132
$1.94M 0.19%
70,575
-2,329
133
$1.89M 0.18%
93,268
-1,200
134
$1.85M 0.18%
29,518
-641
135
$1.83M 0.18%
10,637
-125
136
$1.8M 0.17%
13,415
+4,745
137
$1.73M 0.17%
25,894
-7,131
138
$1.73M 0.17%
71,898
-4,080
139
$1.67M 0.16%
13,084
-525
140
$1.66M 0.16%
31,897
-915
141
$1.66M 0.16%
48,726
+4,790
142
$1.64M 0.16%
35,569
-240
143
$1.63M 0.16%
10,107
+411
144
$1.63M 0.16%
25,973
-12,185
145
$1.56M 0.15%
8,203
+1,018
146
$1.55M 0.15%
21,747
+392
147
$1.53M 0.15%
26,928
-162
148
$1.53M 0.15%
22,834
-3,937
149
$1.49M 0.14%
60,622
-1,032
150
$1.45M 0.14%
27,892
-2,365
4 5
6
7 8