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
151
$1.65M 0.16%
30,930
+648
152
$1.65M 0.16%
79,680
-6,528
153
$1.64M 0.16%
35,722
-1,619
154
$1.64M 0.16%
29,485
-310
155
$1.62M 0.16%
32,104
-590
156
$1.62M 0.16%
27,159
-713
157
$1.6M 0.16%
17,964
+541
158
$1.57M 0.16%
30,227
+468
159
$1.56M 0.15%
41,594
-15,085
160
$1.55M 0.15%
24,870
-2,820
161
$1.53M 0.15%
20,513
-3,290
162
$1.36M 0.14%
14,976
-410
163
$1.36M 0.14%
7,714
-21
164
$1.34M 0.13%
24,059
-613
165
$1.33M 0.13%
30,911
+5,000
166
$1.33M 0.13%
8,941
+650
167
$1.32M 0.13%
32,934
+115
168
$1.31M 0.13%
46,687
-1,601
169
$1.3M 0.13%
10,713
-4,136
170
$1.29M 0.13%
18,872
-10,356
171
$1.27M 0.13%
19,469
+414
172
$1.24M 0.12%
7,630
+36
173
$1.22M 0.12%
37,616
-913
174
$1.19M 0.12%
21,530
175
$1.18M 0.12%
14,326
-2,791
5 6
7
8 9