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
151
$1.42M 0.14%
24,829
-6,606
152
$1.33M 0.13%
53,809
+4,195
153
$1.32M 0.13%
26,795
-11,838
154
$1.32M 0.13%
13,515
-5,032
155
$1.27M 0.12%
14,617
+1,481
156
$1.23M 0.12%
22,708
-660
157
$1.23M 0.12%
33,944
-36,391
158
$1.21M 0.12%
5,931
+618
159
$1.17M 0.11%
7,427
+645
160
$1.17M 0.11%
21,530
161
$1.15M 0.11%
11,202
-766
162
$1.13M 0.11%
8,636
+2,439
163
$1.1M 0.11%
9,400
-155
164
$1.07M 0.1%
8,109
-104
165
$1.05M 0.1%
43,270
+11,215
166
$1.04M 0.1%
23,879
+371
167
$1.02M 0.1%
81,195
-60,809
168
$1.01M 0.1%
11,365
+4,140
169
$1.01M 0.1%
6,043
+3,482
170
$1M 0.1%
15,678
-9,726
171
$992K 0.1%
16,594
-686
172
$982K 0.09%
15,251
-530
173
$974K 0.09%
11,306
+206
174
$972K 0.09%
8,749
+242
175
$965K 0.09%
39,900
+9,705
5 6
7
8 9