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
176
$1.05M 0.12%
18,493
-2,858
177
$1.01M 0.12%
7,786
+235
178
$998K 0.11%
6,360
+125
179
$977K 0.11%
28,201
-200
180
$971K 0.11%
11,975
181
$930K 0.11%
5,626
+1,390
182
$910K 0.1%
28,346
+3,650
183
$878K 0.1%
28,108
-12,861
184
$870K 0.1%
10,959
+2,890
185
$832K 0.1%
5,023
-42
186
$824K 0.09%
9,722
-262
187
$821K 0.09%
10,181
-260
188
$814K 0.09%
7,815
+7,615
189
$805K 0.09%
22,064
+800
190
$781K 0.09%
7,736
+115
191
$779K 0.09%
6,292
-149
192
$772K 0.09%
11,192
-800
193
$756K 0.09%
37,689
-1,664
194
$737K 0.08%
8,390
-1,000
195
$730K 0.08%
13,421
-798
196
$728K 0.08%
6,478
+250
197
$695K 0.08%
6,730
+220
198
$669K 0.08%
17,589
-4,810
199
$668K 0.08%
26,321
-2,036
200
$617K 0.07%
26,670
+4,855