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
151
$1.48M 0.17%
25,303
+10,277
152
$1.47M 0.17%
16,888
-268
153
$1.46M 0.17%
30,667
-7,749
154
$1.45M 0.17%
7,772
+7,750
155
$1.44M 0.16%
30,367
+2,566
156
$1.43M 0.16%
28,794
-820
157
$1.4M 0.16%
28,040
+1,315
158
$1.38M 0.16%
24,160
+757
159
$1.31M 0.15%
11,436
-155
160
$1.31M 0.15%
23,133
-7,274
161
$1.27M 0.14%
14,846
+620
162
$1.23M 0.14%
21,530
+300
163
$1.2M 0.14%
16,913
+504
164
$1.19M 0.14%
16,043
-729
165
$1.19M 0.14%
11,884
-1,735
166
$1.18M 0.13%
39,608
+3,769
167
$1.18M 0.13%
19,660
-1,238
168
$1.14M 0.13%
55,531
169
$1.11M 0.13%
17,956
-400
170
$1.11M 0.13%
4,797
+3,710
171
$1.1M 0.13%
10,241
-2,975
172
$1.07M 0.12%
80,916
+1,185
173
$1.06M 0.12%
5,697
+5,557
174
$1.06M 0.12%
55,336
-13,240
175
$1.06M 0.12%
22,006
-763
5 6
7
8 9