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
176
$1.16M 0.12%
8,461
-50
177
$1.15M 0.11%
96,885
-27,575
178
$1.12M 0.11%
26,579
+2,612
179
$1.1M 0.11%
9,191
-396
180
$1.09M 0.11%
44,344
-8,075
181
$1.09M 0.11%
9,596
+650
182
$1.09M 0.11%
6,203
-1,479
183
$1.07M 0.11%
17,141
-390
184
$1.04M 0.1%
19,130
-20,150
185
$1.04M 0.1%
6,853
-246
186
$1.01M 0.1%
27,330
+255
187
$996K 0.1%
31,504
-18,000
188
$995K 0.1%
18,926
-1,775
189
$988K 0.1%
10,087
+445
190
$980K 0.1%
5,844
-294
191
$942K 0.09%
5,262
192
$908K 0.09%
19,000
-238
193
$903K 0.09%
7,859
+700
194
$881K 0.09%
13,706
-745
195
$871K 0.09%
+16,904
196
$856K 0.09%
9,714
-2,380
197
$823K 0.08%
13,469
-4,989
198
$795K 0.08%
6,109
-191
199
$782K 0.08%
9,867
-122
200
$730K 0.07%
30,755
+1,400
6 7
8
9 10